專注macd
2023.05.09 00:13

今年的市场主线就是寻找前期资金布局较少的新方向,避免接盘侠的困扰。去年白酒、医药以及新能源行业都涨幅较大,导致很多人仓位都集中在这些领域。因此,今年市场将不再涉足大消费、医药和新能源车领域。相反,重点发掘人工智能、传媒等新兴领域和前几年表现不佳的传媒股等。另外,也将借助中特估对三大运营商、三大石油公司以及金融行业(如银行等)进行挖掘,因为这些行业的仓位占比较小,而且最近这些行业开始逐渐升温。总之,市场的主要策略是挖掘投资者仓位较少的行业,避免前期热点行业的接盘风险。

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