60大热门赛道：拥挤度到什么位置了？

【兴业证券(601377)发布最新拥挤度报告】兴业证券策略团队独家构建的拥挤度指标显示，截至2024年7月26日，多个行业和板块的交易情绪有所不同。在TMT领域，光模块、智能电网等拥挤度水平较低，而服务器、半导体设备等则较高。制造业中，汽车零部件、锂电池等拥挤度中等偏低，光伏逆变器则较高。消费医药板块，白色家电、白酒等拥挤度较低，而医疗服务中等偏低。金融地产方面，地产拥挤度较低，保险则中等偏高。周期板块中，煤炭、石油石化等拥挤度较低。该报告提醒，数据仅供参考，不构成投资建议。

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、交易情绪、股价走势看多看空拥挤度指标由量能、价格、资金、分析师预测四大维度、七大指标合成，能够量化跟踪市场情绪变化，对股价短期走势有较强指示意义。【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。