朋友们,2025年已行至三季度,烈火烹油的行情下,上证指数也来到了区间震荡,板块轮动的节奏明显加快。当市场目光聚焦于狂飙的通信设备、反复活跃的人工智能时,有一个板块正悄然改写着今年的涨幅榜单。翻看申万一级行业的成绩单,你或许很难猜到,在科技与创新概念霸屏的行情里,除了通信外,今年以来涨势第二的行业,并不是万众瞩目的创新药,也不是话题不断的军工板块,而是有色金属。这场强势行情的背后,是多重逻辑的共振...
Source Link朋友们,2025年已行至三季度,烈火烹油的行情下,上证指数也来到了区间震荡,板块轮动的节奏明显加快。当市场目光聚焦于狂飙的通信设备、反复活跃的人工智能时,有一个板块正悄然改写着今年的涨幅榜单。翻看申万一级行业的成绩单,你或许很难猜到,在科技与创新概念霸屏的行情里,除了通信外,今年以来涨势第二的行业,并不是万众瞩目的创新药,也不是话题不断的军工板块,而是有色金属。这场强势行情的背后,是多重逻辑的共振...
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