EPISODE · Apr 27, 2026 · 8 MIN
A股第二长抱团结束！钱将流向何方？
from 深度
A股此轮抱团持续8个月，为2007年以来第二长。中信证券分析显示，抱团结束后近七成涨幅来自非热门但具基本面逻辑的行业，如化工、新能源等。同时，需警惕商品波动率下降后供需缺口引发的涨价，关注原油期货失真及美伊谈判等影响。
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A股第二长抱团结束！钱将流向何方？
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