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⭕科技股今天大家问的比较多,大家比较担心,老师梳理一下调整的原因,让大家看得明白一些。[玫瑰]1.美港科技股下跌的映射:昨晚的美股道琼斯指数上涨,而代表科技股的纳斯达克指数大跌,叠加昨天港股科技板块大跌,影响芯片半导体的做多情绪。[玫瑰]2.国内出台反垄断法规,导致互联网产业标的集体崩盘,而半导体作为互联网的上游,情绪连带效应明显,引发抛压。[玫瑰]3.为了应对大盘调整以及外围不确定因素的影响,芯片半导体前期积累的获利盘选择获利了结。[玫瑰]4.从资金市场偏好看,主要流向低估值稳业绩的消费、周期等领域,主做防守。当周期品越上涨,市场会认为风格切换,进一步加大短期内科技股的抛压,形成了周期和科技的蹊跷板效应。[发抖]在十四五规划中国产替代趋势已经成为了硬任务,这就相当于一个军令状,必须成。短期内低估周期品种虽然跳脱,但是科技依旧是未来的发展方向,大盘需要起势也必须要依靠科技。分歧才能见真章,短期的波动干扰尽量忽略。

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