操作策略控制仓位在_老虎社区_美港股上老虎

操作策略

控制仓位在六成左右，避开高位拥挤科技赛道。聚焦资金调仓方向，布局估值合理、业绩确定的消费（食品饮料、医药）及新质生产力相关板块。短线遵循“买横不买竖”原则，回避高换手热门股；中长期可借调整优化配置，逢低关注政策支持的先进制造、电力设备领域。严格设置止盈止损，不盲目追高，把握板块轮动中的结构性机

个人观点，仅供参考！不作为投资建议。

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# 谷歌逼近4万亿！现在更看好谷歌or Meta？

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HiTALK
·11-11
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仓位控制确实关键，消费板块现在性价比不错，跟着资金走没错[强]
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- 乾元持稳:
  [握手]
  11-13
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平安顺
·11-11
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在废话文学方面， @乾元持稳还是有两把刷子的
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- 乾元持稳:
  个人见解，不做参考
  11-12
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