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8月中旬以来,大盘有逐渐企稳之势。一旦大盘开始逐渐回暖,必将寻觅反弹幅度大、短期爆发性强的投资品种,而军工类向来以高爆发性、高波动著称,比较适合作为反攻的主题板块炒作。股市在经过6月15日和8月18日的两轮暴跌后,市场信心骤减,此前的热门概念也纷纷熄火。然而,极度的恐慌之后往往也意味着绝佳的布局时机正在悄然靠近。在政策面和基本面的双轮驱动下,经过充分调整,估值已大幅下降的军工主题或将再次成为反弹行情中
Since mid-August, the market has gradually stabilized trend. Once the broader market begins to pick up gradually, it will surely seek investment bounces of large magnitude and short-term explosiveness. However, the military industry has always been known for its high explosiveness and volatility and is more suitable as a counter-attack theme. After two rounds of plunges on June 15 and August 18, the stock market plummeted and the previous hot concepts also stalled. However, the extreme panic usually means that the perfect layout is quietly approaching. Under the two-wheel-drive of policy and fundamentals, the military theme, which has been fully adjusted and the valuation has dropped sharply, may once again become a rally