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2023年上半年成绩单出炉,结构性行情演绎明显!

  • 2026-06-18 07:27:59
2023年上半年成绩单出炉,结构性行情演绎明显!

2023年上半年已经过去，集思录都在晒上半年成绩了，上半年结构性行情演绎明显，是部分人的牛市，也是部分人的熊市，后续这样的行情将会依旧，那种轰轰烈烈的全面的行情渐行渐远，因为股票的发行速度远远大于资金的入场的速度，场内的资金不断消耗，游资全面转入局部炒作行情！

从上半年看资金炒作更多的是“虚体”经济（信创，游戏，软件，AI），从当前的趋势看，资金开始转向实体经济（机器人，汽车，锂电，通信设备等），这是要一个重大的转变，投资者应当转变方向，切勿还迷恋在旧时代，积极拥抱新时代！

0703多因子转债池：

参考文章：

买入标的参考：周一值得关注的转债 20230703

个人思考：  

欢迎关注笔者的三个公众号：

声明：

该公众号仅为本人投资学习研究用，所载信息或所表述的意见并不构成对任何人的投资的建议，对任何因直接或者间接使用本公众号刊载的信息和内容或者据此进行投资所造成的一切后果或损失，本人不承担任何责任。

原创不易，如果你觉得有用，欢迎点赞、在看、加星标和转发。

本文来自网友投稿或网络内容，如有侵犯您的权益请联系我们删除，联系邮箱：wyl860211@qq.com 。

2026年6月17日 现货行情【玉米】

投资实证记录117:还就是那个抱团追涨行情,今年散户股神应该多很多

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  1. CONNECT:[ UseTime:0.001170s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001486s ]
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  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000720s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001578s ]
  6. SELECT * FROM `set` [ RunTime:0.000615s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001726s ]
  8. SELECT * FROM `article` WHERE `id` = 554744 LIMIT 1 [ RunTime:0.002023s ]
  9. UPDATE `article` SET `lasttime` = 1781752707 WHERE `id` = 554744 [ RunTime:0.025280s ]
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0.216257s