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興證策略:上週北上資金逆勢加倉6個行業
格隆匯 03-14 22:54
格隆匯3月14日丨興證策略認爲,在上週(3.7-3.11)大幅減倉的背景下,北上資金依然逆勢主動加倉公用事業、國防軍工和建築裝飾等6個行業。分資金類型來看,配置盤主要加倉有色金屬、電力設備和公用事業,主要減倉食品飲料、非銀金融和家用電器,而交易盤主要加倉公用事業、國防軍工和汽車,主要減倉電力設備、電子和銀行。配置盤和交易盤對有色金屬、汽車、電力設備、建材、通信等行業產生分歧,在加倉公用事業、減倉食品飲料、醫藥生物、電子和銀行上達成共識。
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