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地产效应

2026-02-09 05:36:20

今天处在时间节点位置，交易时间已过大半，盘面仍没有出现高点或低点特征，但内部结构形成巨变。

这些天一直压制大盘的力量，变为推动，长期熊股反转走强，而题材类板块纷纷下跌。

如果，这次地产政策是趋势性放松，对这个更受人口趋势影响的行业未必有否极泰来效果。而叠加目前的资源品通胀因素，对消费、经济、产业结构带来的负面影响却不容忽视。

对以聚焦科技竞争为主题的本轮牛市行情，也会形成伤害。

再看吧，还不必匆忙下结论，既是以上证为观察对象，就继续以“类似上个月的区间整理”对待，等出高低点信号。

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