牛市进入第二阶段：从“科技牛”向“财富牛”过渡10 月“超级宏观月”结束后，“科技牛”进入博弈深水区，顺周期顺势成为配置的更优选——市场估值已经较高，如果后续EPS 不改善，市场需要震荡调整，顺周期可以阶段性避险，而如果EPS 改善，则大概率是顺周期领涨。我们认为，当前时点是做多顺周期的最佳窗口，以下是五个做多顺周期的理由——理由一：顺周期是“时间的朋友”三季度开始，市场开始交易盈利能力的变化（△...
Source Link牛市进入第二阶段：从“科技牛”向“财富牛”过渡10 月“超级宏观月”结束后，“科技牛”进入博弈深水区，顺周期顺势成为配置的更优选——市场估值已经较高，如果后续EPS 不改善，市场需要震荡调整，顺周期可以阶段性避险，而如果EPS 改善，则大概率是顺周期领涨。我们认为，当前时点是做多顺周期的最佳窗口，以下是五个做多顺周期的理由——理由一：顺周期是“时间的朋友”三季度开始，市场开始交易盈利能力的变化（△...
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