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继续高位震荡
Guotou Securities· 2025-06-29 05:16
- The report mentions the "Four-Engine Model" as a quantitative model used to identify potential opportunities in various industry sectors[6][13] - The "Four-Engine Model" suggests focusing on sectors such as computers, automobiles, machinery, pharmaceuticals, non-bank financials, media, electronics, and telecommunications based on recent market signals and Sharpe ratio rankings[6][13] - The model evaluates sectors based on metrics like recent signal dates, potential profit-effect anomalies, and Sharpe ratio rankings over the past year[13]