昨天我给了A股盘中跳水的三个原因,其实第二个才是最关键的。会议定调偏中性,市场期待的反内卷、房地产、内需都没有超预期表述,而这段时间A股从3400点怼到3600点就是“反内卷”逻辑带动基建、建材、钢铁等周期板块上涨推动的,既然预期落空,资金自然就砸盘了。今天钢铁、有色金属、房地产、煤炭等板块暴跌,而这些板块又多是权重股,大盘就来了个低开跳水,沪指失守3600点。我之前也提示过博弈“反内卷”板块的...
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