文|小卢鱼编辑|杨旭然表面上是个牛市,实际上暗流涌动。除了市场情绪伴随着政策与行情出现的剧烈波动,不同投资风格、投资逻辑得到的结果也已经完全不同。整个A股都在“消灭异己”。板块之间的分歧之严重已经前所未有。估值在高位的科技股持续强势,估值在地板上的蓝筹股、白马股反而跌得更惨。在指数看似平稳的表现之下,大约七成的个股股价横盘或下跌,“老登股”、“小登股”的区别已经符号化传播。所谓的“老登股”主要指...
Source Link文|小卢鱼编辑|杨旭然表面上是个牛市,实际上暗流涌动。除了市场情绪伴随着政策与行情出现的剧烈波动,不同投资风格、投资逻辑得到的结果也已经完全不同。整个A股都在“消灭异己”。板块之间的分歧之严重已经前所未有。估值在高位的科技股持续强势,估值在地板上的蓝筹股、白马股反而跌得更惨。在指数看似平稳的表现之下,大约七成的个股股价横盘或下跌,“老登股”、“小登股”的区别已经符号化传播。所谓的“老登股”主要指...
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