交易上，市场会先修复指数，和指数正相关的会优先上涨。但指数修正到某个点位时，调仓动作就会开始加大，那个时候才是结构性行情的开始。5000多个股票，不要期待持续普涨，最后还是要交易结构。
如果指数稳在一个村里满意的位置，然后开始结构性上涨，那么过去几个月用资金优势搞连板的模式，监管风险就会增加。
今年机构很怂，没有钱。险资有钱。期待险游共振的模式早点来吧，这样大家都好赚钱。
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