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宋威龙 虎鲸文娱

逆势布局?!创业板50ETF(159949)近20个交易日资金净流入3.4亿 机构:科技与先进制造或仍是2026年主线_蜘蛛资讯网

宋威龙赵今麦惊天动地的一秒

体来看,2025年结构牛行情已处于高位区域的定位不变,当前市场仍处于高位震荡阶段。对2026年风格节奏的判断如下:顺周期与价值风格占优时段主要集中在上半年;二季度可能进入磨底阶段,科技和先进制造等具备基本面阿尔逻辑的方向有望率先启动。2026年下半年市场或转向全面牛市,顺周期板块可能只是牛市初期的驱动资产,最终牛市还是科技和先进制造占优。  创业板50ETF(159949)成立于2016-06-3

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