EPISODE · Oct 30, 2025 · 2H 2M
1030 烫手的4000点，会玩么？
from 围炉财经
当日市场呈现阴线调整，赚钱效应差，科技股领跌。投资者对调整性质看法不一，有人认为是短期震荡，也有人觉得是 4000 点的反复折磨…本期围炉好友：- 卢杰 资深投资人- 杨成明 信达证券总部投资顾问内容提要：00:05:17 调整策略与轮动困惑00:33:02 定投实操方法与案例验证 00:48:59 ETF投资优势与选股难点00:50:36 分层投资策略：定投适用人群00:57:50 科技投资深度解析：业绩为王与国产替代 01:08:48 交易时机与市场格局判断 01:33:16 动态调整策略与消费板块展望 01:45:51 牛市轮动逻辑与投资心态管理 01:56:03 创新药板块分析与轮动机会 获取更多节目信息 \ 直播观点梳理脑图 \ 行业观察文章，可关注微信公众号 @天下财经投资者 / 小红书 @北广空间-围炉财经
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1030 烫手的4000点，会玩么？
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