这张图非常清晰的告诉我们A股各行业所处位置 作为只能做多的市场,只能博弈预期的预期,出清中期行业是版本选择,这两个月涨最好的锂电材料 储能逆变器,消费要等明年基本面边际改善 出清初期是未来潜力所在,一旦边际改善,就进入右侧交易区间 对扩张期赛道而言,牛市是一场伟大的撤退,永远不要相信以价换量,只有量价齐升的戴维斯双击阶段才是普通人最好赚钱时期,过了就会宽幅震荡,苛刻的要求业绩兑现,直到业绩预期边际走弱顶部区间确立破位下跌
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