中信证券研报称市场赚钱效应持续积累情绪难降温增量流动性趋势还会持续。考虑到宏观因素的复杂性依然建议聚焦创新药、资源、通信

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中信证券研报称市场赚钱效应持续积累情绪难降温增量流动性趋势还会持续。考虑到宏观因素的复杂性依然建议聚焦创新药、资源、通信、军工和游戏五大强势行业。建议聚焦在具有强产业趋势的五大行业中更加聚焦于有真实业绩兑现度的子行业而不是靠情绪和意识流扩散。如果用ETF去表达上述五大强势行业对应的是有色ETF和稀有金属ETF（聚焦稀土和能源金属）、恒生创新药ETF（聚焦在大的制药公司而非小盘股炒作）、...

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