8月PMI回升，行业分化使得指数整体行情走强概率不大

八月PMI回升，制造业重回扩张！高技术行业领跑，传统周期仍承压。市场信心回暖，但选股难度加大——你跟上这波分化行情了吗？02:00 经济复苏前景下的股市表现：PMI数据的影响大于美国利率走势06:08 中报披露引发高科技行业分化，指数层面的估值明显回落08:12 高科技行业估值消化，指数层面回落，下半年股市走势或分化10:12 何时进行补仓？掌握合理的补仓时机至关重要！

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8月PMI回升，行业分化使得指数整体行情走强概率不大

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