展望9 月,市场保持震荡上行的概率仍然较大,但是斜率较8 月可能会相对放缓。目前驱动上行的关键力量来自于赚钱效应积累后,持续的增量资金流入所形成的正反馈,我们预判的站上扭亏阻力位形成增量资金正反馈的上涨推荐逻辑在反复验证。展望后市,市场将会继续沿着低渗透率赛道展开,AI 算力、半导体自主可控、固态电池、商业航天、可控核聚变、创新药仍然是目前的主战场。除此之外,稳健投资者可以继续以高质量策略进行应对...
Source Link展望9 月,市场保持震荡上行的概率仍然较大,但是斜率较8 月可能会相对放缓。目前驱动上行的关键力量来自于赚钱效应积累后,持续的增量资金流入所形成的正反馈,我们预判的站上扭亏阻力位形成增量资金正反馈的上涨推荐逻辑在反复验证。展望后市,市场将会继续沿着低渗透率赛道展开,AI 算力、半导体自主可控、固态电池、商业航天、可控核聚变、创新药仍然是目前的主战场。除此之外,稳健投资者可以继续以高质量策略进行应对...
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