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继续震荡,或类似于2020年8月
Guotou Securities·2025-09-21 04:34
  • The report mentions the "Four-Driver Industry Rotation Model" as a key quantitative model for sector allocation recommendations[2][8] - The model suggests focusing on sectors such as non-ferrous metals, media, retail, agriculture, communication, machinery, power equipment, and computing based on its analysis[8][17] - The model's results are presented in a tabular format, highlighting potential opportunities in specific industries like non-ferrous metals and media, which are flagged as having "profit effect anomalies"[17]