最近金融市场最热闹的莫过于银行板块的异军突起。中证银行指数年内涨幅高达16.54%，创下近十年新高。四大国有银行的股价更是集体创下历史纪录， 成都银行这样的城商行更是实现了近100%的惊人涨幅。看着这些数字，相信不少投资者都在懊恼：为什么我又错过了？ 而现在应该注意的，就是不看冷热。 二、不看冷热看什么？ 让我们来看一个活生生的例子。2024年初，「紫天科技」在8个交易日内暴涨20%，很多投资者都以为抓住了一只大牛股。但谁能想到，从2月23日开始，该 股竟然一路下跌，最终让无数投资者损失惨重。 有人觉得，红利策略拥抱赚钱效应，这行情必然是牛的。但这绝对是健忘，2023下半年到2024年上半年，就是高息股的天下，但结果呢，9.24之前行情是鬼 哭狼嚎。原因就是，就几家高息股上涨，其他都跌成狗了。 所以，策略是虚的，机构敢做才是实打实的利好。市场高唱红利策略的慢牛合理性时，不用被在意他们说什么，而多注意机构态度就行了。 一、一个核心三个不看 一个核心就是：在牛市中，「适时换股」永远比「盲目持股」更重要。前者能让你海阔天空，后者则无异于一场赌博。就像2024年初那波500点行情，虽然 指数气势如虹，但很多个股在8连 ...

Group 1 - The core viewpoint of the report highlights that sectors such as military, new energy, and resource products have shown higher winning rates in market performance over the past decade, particularly in July [1] - The report indicates that the military sector has benefited from policy catalysts and order releases, while resource products have seen improvements in supply-demand dynamics and macroeconomic easing expectations [2][5] - The report emphasizes the importance of not being misled by superficial market appearances, suggesting that investors often struggle to act on known opportunities due to emotional biases [2][5] Group 2 - The report advocates for a strategy of "timely stock rotation" over "blind holding" during bull markets, suggesting that the former allows for greater flexibility while the latter is merely speculative [5] - It points out that historical performance does not guarantee future results, stressing the need for discipline in investment decisions [5] - The report uses the example of bank stocks, which have seen a resurgence since 2022 despite initial skepticism, to illustrate the importance of recognizing institutional buying patterns [7] Group 3 - The report contrasts the performance of bank stocks with that of the liquor sector, which has seen a lack of institutional support leading to fleeting rebounds [9] - It emphasizes that without funding support, even low-priced stocks are not worth investing in, highlighting the critical role of capital flow in determining stock price movements [9] - The report advocates for the use of quantitative data to uncover market truths, arguing that emotional reactions and price movements can be misleading [9]