Description
本期内容：1、大盘走势简评。2、本轮反弹十周--对应调整周期未结束。3、跟踪科创走出独立走势的情况。4、业绩预报下滑引发的突然下跌之后的修复需要时间和未来业绩修正预期。5、赛道股DDE资金动向分化。6、赛道与基建跷跷板。7、成长逻辑+底部优势。8、保持仓位与大盘涨跌周期的一致性。9、上证月线慢牛趋势依旧。
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