EPISODE · Jul 29, 2026 · 8 MIN
市场巨震后拥挤交易退潮了吗
from 每天五分钟，基金定投聊通透
科技板块回调超20%，估值仍处高位？基金越涨越买，抱团再现！现在是抄底时机还是风险陷阱？别被情绪带跑，先看拥挤度和估值再说。02:02 半导体板块估值高位，调整是否结束？值得关注的变化过程04:09 电子和通信领域的基金持有科技越多，业绩越好，吸引资金循环加强06:12 全球AI科技股的下跌：拥挤度、估值和叙事的挑战08:13 投资有风险，需谨慎决策：市场波动不可忽视
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市场巨震后拥挤交易退潮了吗
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