洛凯股份跌5.15% 资金偏好高弹性赛道叠加股东减持压制情绪

智选洞察2025-07-15

洛凯股份（603829）今日股价大幅下跌，截至09点53分，最新价为18.25元/股，跌幅达5.15%。资金博弈与政策预期共振洛凯股份近日股价波动与市场风格切换密切相关。截至7月14日，主力资金单日净流入达1171.38万元，近三个交易日累计呈现净流入态势。7月以来，电子、通信板块吸引超25%的主力资金，导致传统制造业标的关注度阶段性降温。外资6月延续减持中小盘股策略，叠加公司股东减持细则披露，...

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