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今日股市 | 薪伊谈股票投资

20230704股市收评:仓位匹配市场周期。创新药政策边际变化

04 Jul 2023

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本期内容:1、体会市场情绪,普涨阶段上仓位。2、次新股结合板块热度。3、汽车零部件带动消费电子、半导体上涨。4、仓位布局复盘。 左侧+右侧!5、创新药政策边际变化。(加薪圈更新)6、军工板块简评。图1  骨科手术机器人  观察中午收盘前后盘口找异动图2 疫苗 图3图4图5图6

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