和讯投顾陈杰臻:节前喜迎国庆节后行情如何?

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国庆长假结束后,哪个板块会上涨呢?这无疑是大多数投资者都关心的问题,但又有谁能确切知晓呢?如果真要预测可能上涨的板块,不妨筛选节前三天上涨的板块,通过查看这三天的涨幅榜或许能一目了然。面对长达8天的长假带来的不确定性,资金不会无端推动某个板块上涨。综合来看,可以总结为以下五大类板块:第一类是能源金属加贵金属。其逻辑其实很简单,早在7月份就曾提及,主要是涨价逻辑、反内卷以及降息周期的叠加。第二类是...

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