农业银行11连阳,防御行情还能表演多久?

财经早餐研究中心
Oct 19

10月17日,上证指数跌了76点,深成指跌了397点,全市场近4800只股票下跌,连板个股仅为10只。在市场如此冷清的背景下,银行板块的表演又开始了!市值万亿的农业银行,当日股价一举再创新高。煤炭、钢铁、银行,这些传统红利板块成了资金青睐的避险方向。科技题材的半导体、AI则持续回调。从当前的环境来看,具备红利属性的内需型企业跟高科技企业,还是鱼和熊掌不可兼得啊!防御热情高涨变盘早已悄悄开始!对比...

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