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视频是6月30日（周三）的直播回看，讲了7月策略，讲了结构性行情，讲了7个行业逻辑。现在市场里好股票都贵，便宜的各有各的问题。整体核心资产估值又偏高，原来大跌下去的估值，全给拉回来还创新高的非常多。简评7个行业1、地产和基建2、5G相关产业3、食品饮料4、生猪养殖5、锂电池6、保险7、纺织服装
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