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【掘金ETF】市场高位震荡 ETF强势品种“大变脸”!谁是最强避风港?
第一财经· 2026-01-14 04:42
Core Viewpoint - The article emphasizes the importance of data-driven analysis in ETF investment, highlighting the need for investors to identify quality ETFs and market signals to build robust portfolios [1]. Group 1 - On January 13, the market experienced high volatility and significant differentiation, with sectors like AI and satellites shifting from being highly favored to less relevant [2]. - Despite a collective outflow of funds, the bullish market trend has not come to an abrupt end, indicating ongoing structural market dynamics [2]. - The article raises questions about how to navigate the rotation rhythm of the market and identifies potential "safe havens" and "value traps" that investors should focus on [2].