一、如何看待近期科技与金融板块回调?上周市场风格延续分化特征,科技板块高切低,周期类资产整体偏弱。在科技板块中,过去三个月涨幅排名前列的通信行业上周回落,与此同时,前期涨幅相对较小的电力设备上周维持上涨,其中,风电、光伏表现相对强势。首先,科创板ETF与创业板ETF上周的净赎回有企稳见底迹象,表明仍有相当部分资金相信科技估值具有上升空间,愿意在震荡中持股待涨。其次,科技龙头股受纳斯达克指数中期回调...
Source Link一、如何看待近期科技与金融板块回调?上周市场风格延续分化特征,科技板块高切低,周期类资产整体偏弱。在科技板块中,过去三个月涨幅排名前列的通信行业上周回落,与此同时,前期涨幅相对较小的电力设备上周维持上涨,其中,风电、光伏表现相对强势。首先,科创板ETF与创业板ETF上周的净赎回有企稳见底迹象,表明仍有相当部分资金相信科技估值具有上升空间,愿意在震荡中持股待涨。其次,科技龙头股受纳斯达克指数中期回调...
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