升息警报未解除,大规模IPO接踵而至,在宏调及扩容的双重压力下,市场加剧震荡将导致主流资金“乾坤大挪移”,非周期性的医药、食品饮料、批发零售,以及受到国家政策扶持的机械设备行业有望成为抵御宏观调控的首选。 Rising interest rate alert was not lifted, large-scale IPO followed, under the dual pressures of macroeconomic adjustment and expansion, market turmoil will lead to the mainstream capital “big move”, non-cyclical medicine, food and beverage, wholesale and retail, and by The machinery and equipment industry supported by the national policy is expected to become the first choice to resist macro-control.