价值线|来源下周前瞻|栏目钱唐|作者边江|编辑价值线导读本周,4000点拉锯战持续,市场分化加剧。一边是科创50单周重挫近4%,存储芯片集体“扑街”;另一边是工农中建等大行股价频创历史新高,防御板块成为资金“避风港”。但真正的暗流,藏在三个细节里:1、储能与锂电材料逆势狂飙,海博思创一周暴涨41%,华盛锂电更是疯狂拉升近80%,显示高景气赛道并未被资金抛弃;只要逻辑够硬,叙事够新,资金依然买单。2...
Source Link价值线|来源下周前瞻|栏目钱唐|作者边江|编辑价值线导读本周,4000点拉锯战持续,市场分化加剧。一边是科创50单周重挫近4%,存储芯片集体“扑街”;另一边是工农中建等大行股价频创历史新高,防御板块成为资金“避风港”。但真正的暗流,藏在三个细节里:1、储能与锂电材料逆势狂飙,海博思创一周暴涨41%,华盛锂电更是疯狂拉升近80%,显示高景气赛道并未被资金抛弃;只要逻辑够硬,叙事够新,资金依然买单。2...
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