7月哪些板块胜率高？过去10年规律明显！

Group 1 - The core viewpoint of the report highlights that sectors such as military, new energy, and resource products have shown higher winning rates in market performance over the past decade, particularly in July [1] - The report indicates that the military sector has benefited from policy catalysts and order releases, while resource products have seen improvements in supply-demand dynamics and macroeconomic easing expectations [2][5] - The report emphasizes the importance of not being misled by superficial market appearances, suggesting that investors often struggle to act on known opportunities due to emotional biases [2][5] Group 2 - The report advocates for a strategy of "timely stock rotation" over "blind holding" during bull markets, suggesting that the former allows for greater flexibility while the latter is merely speculative [5] - It points out that historical performance does not guarantee future results, stressing the need for discipline in investment decisions [5] - The report uses the example of bank stocks, which have seen a resurgence since 2022 despite initial skepticism, to illustrate the importance of recognizing institutional buying patterns [7] Group 3 - The report contrasts the performance of bank stocks with that of the liquor sector, which has seen a lack of institutional support leading to fleeting rebounds [9] - It emphasizes that without funding support, even low-priced stocks are not worth investing in, highlighting the critical role of capital flow in determining stock price movements [9] - The report advocates for the use of quantitative data to uncover market truths, arguing that emotional reactions and price movements can be misleading [9]