本周哪些行业有追涨和抄底机会？

Quantitative Models and Construction Methods Moving Average Trend Model - Model Name: Moving Average Trend Model - Model Construction Idea: The model evaluates industry trends using four moving averages and combines three moving average indicators to derive a trend score[2][24] - Model Construction Process: 1. Moving Average Arrangement: When a shorter-term moving average is above a longer-term moving average, it is considered a bullish arrangement and scores 1 point; conversely, a bearish arrangement scores -1 point[2][24] 2. Moving Average Spread: Calculate the price difference between adjacent moving averages and take the average of all differences[2][24] 3. Moving Average Temporal Change: When the price of a moving average increases compared to the previous day, it scores 1 point; when it decreases, it scores -1 point[2][24] 4. Combine the three indicators and take the absolute value to get the moving average score. Rank the scores from high to low to identify industries with clear upward or downward trends[2][24] - Model Evaluation: This model effectively identifies industries with clear trends by combining multiple moving average indicators[2][24] Capital Flow Model - Model Name: Capital Flow Model - Model Construction Idea: The model measures changes in industry capital flow using the capital inflow rate[3][26] - Model Construction Process: 1. Calculate the capital inflow rate as the ratio of active net capital inflow to transaction amount[3][26] 2. For each industry, calculate the change in recent capital inflow rate relative to historical capital inflow rates[3][26] 3. Rank the changes in capital inflow rates from high to low to identify industries with the most significant capital inflow increases[3][26] - Model Evaluation: This model effectively identifies industries with significant capital inflow changes by comparing recent and historical inflow rates[3][26] Combined Moving Average Trend and Capital Flow Model - Model Name: Combined Moving Average Trend and Capital Flow Model - Model Construction Idea: The model combines moving average trend scores and capital flow scores to select industries with clear trends and high capital inflow rankings[4][27] - Model Construction Process: 1. Calculate the moving average trend score for each industry[2][24] 2. Calculate the capital flow score for each industry[3][26] 3. Combine the moving average trend scores and capital flow scores to rank industries[4][27] - Model Evaluation: This model effectively identifies industries with clear trends and significant capital inflows by combining two different indicators[4][27] Model Backtest Results - Moving Average Trend Model: - Top-ranked industries: Non-ferrous metals, communication, electronics[9] - Capital Flow Model: - Top-ranked industries: Media, computer, electronics[9] - Combined Moving Average Trend and Capital Flow Model: - Top-ranked industries: Electronics, media, non-ferrous metals, machinery equipment, computer[10]