由于光通信的景气度与基本面都未发生变化,具备盈利高度确定性的龙头股抱团难在短期内瓦解,市场或在高估值与低估值板块的轮动过程中,等待中报业绩落地验证科技股的盈利景气度。 经过5月极致分化的行情后,此前一路高歌猛进的光通信板块6月1日遭遇重挫。截至收盘,CPO(共封装光学)概念指数下跌4.4%,热门龙头股普遍大幅下挫,剑桥科技(603083.SH)、杭电股份(603618.SH)等触及跌停,...
Source Link由于光通信的景气度与基本面都未发生变化,具备盈利高度确定性的龙头股抱团难在短期内瓦解,市场或在高估值与低估值板块的轮动过程中,等待中报业绩落地验证科技股的盈利景气度。 经过5月极致分化的行情后,此前一路高歌猛进的光通信板块6月1日遭遇重挫。截至收盘,CPO(共封装光学)概念指数下跌4.4%,热门龙头股普遍大幅下挫,剑桥科技(603083.SH)、杭电股份(603618.SH)等触及跌停,...
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