EPISODE · Oct 31, 2025 · 2H 17M
1031 科技调整了 上涨轮到你了吗？
from 围炉财经
10月31日，三大指数纷纷走弱，上证指数收跌0.81%，创业板指跌2.31%。算力硬件产业链回调明显，CPO、存储器方向领跌；半导体、消费电子、稀土题材跌幅靠前。AI应用、创新药、大消费概念股逆势走强。2025的最后两个月如何应对？市场节奏会变吗?本期围炉好友：- 马安强 资深投资人- 罗皓章 资深投资人内容提要：00:08:42 创业板调整目标与市场结构分析 00:17:05 科技内部分化与持仓策略差异 00:35:45 轮动行情下的开仓原则与案例 00:48:53 双头行情回顾与当前风险提示 01:01:33 CRO坚守逻辑与科技股策略对比 01:24:35 锂电池节奏把握与储能逻辑解析 01:42:47 11月潜在事件驱动与科技板块催化 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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1031 科技调整了 上涨轮到你了吗？
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