60大热门赛道：拥挤度到什么位置了？

【兴业证券(601377)快讯】兴证策略团队独家构建的拥挤度指标显示，截至2024年8月9日，TMT板块中，光模块、基站、光纤光缆等多数子行业拥挤度中等偏低，而计算机设备、射频元件等少数子行业拥挤度中等偏高。制造板块中，汽车零部件、氢能等拥挤度中等，锂电池、储能等拥挤度中等偏低。消费医药板块中，白色家电、中药等拥挤度中等偏高，白酒、纺织服饰等拥挤度中等。金融地产板块中，地产拥挤度中等，银行拥挤度较低。周期板块中，煤炭、石油石化等拥挤度较低。该指标通过量能、价格等四大维度、七大指标合成，量化跟踪市场情绪变化，对股价短期走势有较强指示意义。

股票名称["光模块","服务器","基站","光纤光缆","IDC","计算机设备","光学元件","射频元件","PCB","国资云","IT服务","金融IT","物联网","半导体材料","半导体设备","半导体封测","半导体设计","半导体制造","半导体分立器件","存储器","消费电子","智能驾驶","游戏","数字媒体","运营商","汽车零部件","乘用车","锂电池","氢能","储能","风电","智能电网","光伏逆变器","光伏电池片","光伏组件","硅料硅片","工业机器人(300024)","船舶制造","无人机","航空发动机","白色家电","白酒","纺织服饰","酒店餐饮","旅游及景区","航空运输","猪产业","中药","创新药","医疗服务","地产","银行","保险","证券","煤炭","石油石化","钢铁","火电","工业金属","化学原料"]板块名称["TMT","制造","消费医药","金融地产","周期"]关键词拥挤度、市场情绪、量化跟踪看多看空拥挤度指标显示多个板块的拥挤度水平中等或中等偏低，表明市场情绪尚未过热，存在投资机会。【兴证策略】60大热门赛道：拥挤度到什么位置了？和讯自选股写手风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。