能源金属板块大涨,什么原因?

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11月17日,A股市场震荡调整,能源金属板块逆势大涨。午后,锂电概念持续拉升;临近尾盘,共封装光学(CPO)概念板块反弹。截至收盘,上证指数跌0.46%,深证成指跌0.11%,创业板指跌0.2%。中信建投研报称,近期资金在主题投资及景气成长方向较为活跃,后续市场或继续维持震荡轮动状态。中期配置方面,可采取攻守兼备的策略,围绕高景气线索布局,勿过度频繁切换。重点关注板块包括:红利、化工新材料、锂电...

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