指数冲高乏力,继续回踩,流动性萎缩是当前情绪的症结点,这里不改变,就很难有大行情

这点流动性,够干嘛?大概是等明天 9:30 的 CPI\PPI 数据,下午若盘面还是继续维持上午一样的情绪,那么说明数据超预期的可能性不大

一句话:流动性危机,亏钱效应惨重!!

盘面上,目前有预期差的方向:大消费、核污染防止、消费电子(华为 P70 手机),大消费和核污染我已经说了无数次了,就那几只股,就不说了

消费电子,逻辑我也说过了,没真正亮相之前,都可以埋伏

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