7月主线猜想——股票怎么成交每一单“改革”

土改龙：亚通股份

电改龙：三晖电气

中字头+央国企改（日内龙）：中公高科

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个人更看好中字头+央国企改革这条线

一来维护指数需要相关权重的支持，中字头具备相关维稳指数的因子，更加容易与指数形成共振

二来“改革”这条线想要走出持续性板块性，就需要有容量的板块来容纳资金，央国企改革这条线的容量也足够大

三来近期各地方国资也都陆续出台了相关“改革”的内容以及文件，预估其他省份后续也将陆续出台

个人观点，仅供老师们参考！