EPISODE · Aug 6, 2026 · 3 MIN
科技拥挤降温,三市进入分化验证
from 投研随身听 · host 慢研播客
当天唯一主线是科技交易从普涨转向结构筛选:A股拥挤度边际松动,港股成长资产明显承压,随后收盘的美股指数相对稳定。下一交易日重点验证这种分化属于拥挤消化,还是正在扩散为系统性风险。
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科技拥挤降温,三市进入分化验证
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