市场大跌时，莫做股市里的“投降派”

苏宁金融研究院2021-07-28

作者：薛洪言这两天股市持续大跌，市场加速分化，价值股继续杀跌，平安股价正从60元跌向50元。与此同时，科创、军工等板块则表现出超强的抗跌性，甚至不跌反涨，越来越多的投资者加速转换阵营，反过来进一步加速市场分化。在这种情况下，价值投资策略大幅跑输市场，趋势投资开始备受青睐。很多投资者一边批判价值投资，一边将价值股割肉卖出，转战芯片、军工、新能源等赛道股。如某位读者所说，「现在投资芯片、军工、...

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Fengjie
2021-07-28
Fengjie
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眾生和合
2021-07-28
眾生和合
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href=https://mp.weixin.qq.com/s/yqe388wR1xtXcKoa8cKp1w><strong>苏宁金融研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：薛洪言\n这两天股市持续大跌，市场加速分化，价值股继续杀跌，平安股价正从60元跌向50元。与此同时，科创、军工等板块则表现出超强的抗跌性，甚至不跌反涨，越来越多的投资者加速转换阵营，反过来进一步加速市场分化。\n在这种情况下，价值投资策略大幅跑输市场，趋势投资开始备受青睐。很多投资者一边批判价值投资，一边将价值股割肉卖出，转战芯片、军工、新能源等赛道股。如某位读者所说，「现在投资芯片、军工、...</p>\n\n<a 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