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本期震荡偏强,科技板块仍具性价比
Guotou Securities· 2025-06-08 08:35
- The "Four-Wheel Drive Model" issued multiple bullish signals for the TMT sector, indicating potential opportunities based on low-frequency thermometer metrics and crowding levels. The TMT sector remains at a relatively low position compared to the market, with slight upward movement after hitting a two-year low at the end of May[6][13] - Specific industries highlighted by the "Four-Wheel Drive Model" include electronics, computers, media, non-bank financials, food and beverages, textiles and apparel, communications, machinery, and military industries, all showing potential opportunities based on recent signals and market dynamics[6][13] - The "Four-Wheel Drive Model" uses metrics such as Sharpe ratio rankings and signal dates to identify potential opportunities in various industries, with recent signals indicating upward trends or crowding effects in sectors like electronics and media[13]