资金主导的题材投机逐步降温,但还会反复出现;而业绩主导的蓝筹投资机会将逐步增多,但要主导市场,出现系统性机会的条件并不成熟,还需等待。 Capital-dominated themes have gradually cooled down but speculative returns have emerged repeatedly; while performance-led blue chip investment opportunities will gradually increase, but the conditions for a systemic opportunity to dominate the market are not yet ripe and need to wait.