市场呈现钟摆运动，科技股有望迎来第二波放量

和讯网04-15

叶荣添在最新快讯中预测，下午科技股有望迎来第二波放量，而黄金可能回落至2100-2200美元/盎司的阶段，在未来2个月内逐步震荡。他指出，大宗和科技股是未来3年内A股的两条主线，这将吸引从消费和新能源转移而来的资金。他认为，万科等房地产股将创新历史新低，茅台(600519)等价值投资股可能跌破1000元，宁德时代 (300750)等新能源汽车链条可能因供大于求而跌破100元大关。而...

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、金融和消费，而现在则转向科技、大宗、军工和黄金。他提醒投资者要警惕茅台和招行等超级机构配置的重仓股，他们的未来将取决于产业政策的改变和国家战略方向的转变。他还透露，电力领域将在下半年迎来大宗风暴，电力周期将成为未来10年中国最大的周期之一。叶荣添表示，科技和大宗领域能够吸纳更多资金的原因在于它们具备安全性、成长性、预期性和需求性。目前市场反应低迷，对新国九条和以伊战争的不确定性加深起到了抑制作用，而科技股吸纳了部分转移资金。叶荣添表示，当天的涨幅已经达到了极限，需要继续等待。关键词医药、地产、白酒看多看空（看多）科技和大宗是未来A股的两条主线，吸纳资金从消费和新能源转移而来。市场呈现钟摆运动，过去向上摆动的是医药、地产、白酒、金融、消费等行业，而现在转向科技、大宗、军工、黄金等行业。茅台、招行等超级机构配置的重仓股需要警惕。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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