现在整个市场的主线就是拥抱核心资产，但是科技类受美国的牵制太强了，像医药和食品饮料好的标的又被抱的太高，后期市场的主线就是200到500亿左右的核心资产票，其他的都没啥必要看 行业就选在可自主可控，像食品饮料，新能源，电池，化工方面。 因为现在整个市场主线很清晰，现在已经不是游资说了算的市场，今年的新增基金规模超万亿，而且越来越多的散户资金选择放弃自己操作，绕道基金进入市场，小市值的票这些基金是不能碰的，大市值的票新基金又不愿接老基金的盘，所以不管是老基金的调仓换股，还是新基金的建仓，选择的都是相对来说比较合理的标的
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