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短期市场热点切换频繁,先有消费股活跃度回升,后有日本地震事件影响下电子、化工、抗辐射等相关热点炒作轮番。在市场热点轮动较快背景下,操作灵活的中小规模基金可进行关注,同时分化背景下更多关注基金选股能力。
Short-term market hot switching frequency, the first consumer stocks rebound activity, after the earthquake in Japan under the influence of electronic, chemical, anti-radiation and other related hot speculation turn around. Against the background of rapid market rotation, small and medium-sized funds with flexible operation can pay more attention to them, and pay more attention to fund selection ability in the context of differentiation.