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白酒股成焦点,有人逆势加仓,有人承压抛售
白酒板块最近上演了一出"冰与火之歌"。一边是张坤等少数派逆势加仓,一边是多数基金经理纷纷减持。这让我想起去年同样的一幕:当所有人都在抛售时,少数人却看到了机会。如今历史再次重演,我们不禁要问:这次谁对谁错?一、市场分歧:张坤的"孤独"与多数派的"从众"二季度白酒板块表现低迷,中证白酒指数下跌13.47%,贵州茅 ...
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