本文来自格隆汇专栏:樊继拓,作者:李畅一轮牛市中,牛市初期和牛市后期风格比较稳定,但牛市中期风格容易发生波动,即使是非主线板块也可能在牛市主升浪后期领涨。历史上典型案例有:一是2005年-2007年金融周期牛市中,2007年1-5月牛市主升浪后半段小盘成长走强,纺织服饰、环保、医药生物等非主线板块领涨。二是2013-2015年TMT牛市中,2014年Q4主升浪后半段大盘价值走强,非银金融、建筑、...
Source Link本文来自格隆汇专栏:樊继拓,作者:李畅一轮牛市中,牛市初期和牛市后期风格比较稳定,但牛市中期风格容易发生波动,即使是非主线板块也可能在牛市主升浪后期领涨。历史上典型案例有:一是2005年-2007年金融周期牛市中,2007年1-5月牛市主升浪后半段小盘成长走强,纺织服饰、环保、医药生物等非主线板块领涨。二是2013-2015年TMT牛市中,2014年Q4主升浪后半段大盘价值走强,非银金融、建筑、...
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