EPISODE · Jul 17, 2026 · 9 MIN
这才是A股接下来的真剧本
from 虎嗅·商业有味道
最近的A股,投资者的体感越来越差。指数一涨就遇到压力,热点持续性越来越弱,板块轮动越来越快,赚钱效应也明显下降。前一天还是市场追逐的热门方向,第二天资金就可能开始兑现。随着市场震荡加剧、上证指数跌破3900点,市场对于后市的分歧也越来越大。有人认为,这只是牛市中的一次正常调整;也有人担心,这轮行情已经走到了尾声。牛市,真的结束了吗?00:00:37 市场交易逻辑变了00:02:47 A股走向的两种剧本00:03:58 市场风格为何会轮动?00:08:12 牛市,真的结束了吗?
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这才是A股接下来的真剧本
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