Group 1 - The article emphasizes that the current market is experiencing a retreat from old investment logic, with a new consensus forming but lacking a clear mainline trend, leading to rapid in-and-out capital movements [2] - Since March, the market has shown structural differentiation, with physical asset prices like oil, gas, and agricultural products experiencing increased volatility, while HALO assets, represented by electrical equipment, have seen sustained performance, becoming market highlights [2] - Conversely, the technology sector has faced continuous capital outflows, with TACO trading opportunities gradually emerging [2] Group 2 - The article raises the question of how to clarify the core dynamics of the market amidst the backdrop of volatility and mixed factors, and what reliable opportunities exist within the uncertainty [2]
【ETF市场周报】市场混沌期 如何在不确定中挖掘确定性？
第一财经·2026-03-15 12:57