{"id":45171,"date":"2023-05-21T00:42:01","date_gmt":"2023-05-20T16:42:01","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=45171"},"modified":"2023-05-21T00:42:01","modified_gmt":"2023-05-20T16:42:01","slug":"%e5%8d%8e%e5%88%9b%e8%af%81%e5%88%b8%e5%a7%9a%e4%bd%a9%ef%bc%9a%e8%bf%91%e5%8d%8a%e5%b9%b4%e6%9d%a5%e9%a1%ba%e5%91%a8%e6%9c%9f%e9%a2%86%e6%b6%a8%e6%98%af%e5%85%a8%e7%90%83%e8%82%a1%e5%b8%82%e5%85%b1","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=45171","title":{"rendered":"\u534e\u521b\u8bc1\u5238\u59da\u4f69\uff1a\u8fd1\u534a\u5e74\u6765\u987a\u5468\u671f\u9886\u6da8\u662f\u5168\u7403\u80a1\u5e02\u5171\u6027 _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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华创 证券 策略首席 分析师 姚佩4月25日在中国 证券 报“金牛来了”直播间表示，自2022年11月10日以来，从市场表现来看，明线方面涨幅第一梯队的是TMT（超额收益在20%-40%），暗线则是石化、建筑、非银为代表的 国企改革 和中特估主题（超额收益在3%-10%）。境外主要经济体中，美国、英国、越南等股市顺周期行业中，能源、工业、建筑、电信、金融等行业超额收益在多数市场中较为明显，与国内市场表现较为一致。此外，借鉴境外市场走出疫情6-12个月股市表现来看，消费赛道是继周期赛道后的超额收益来源，此外医疗、科技概念也可能获得超额收益。 （文章来源：中国 证券 报·中证网）
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