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煤炭钢铁化纤大涨，不重视周期股是一个错误！
今天钢铁、煤炭、化纤板块集体大涨，短期是因为PPI数据继续走高。但更重要的是要看到周期股背后的三大逻辑：周期股不再是很强的周期、全球大放水、供应链风险！所以我的观点是：中期而言，不重视周期股是一个错误！
A股怎么玩？波段更适合！36/604
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