水泥股暴跌,背后的市场逻辑是什么?对投资者有什么启示?从7月初以来,水泥股平均大跌30%左右,尤其是9月5号,海螺水泥和冀东水泥等水泥板块的龙头股上演跌停秀,不仅对整个板块打击巨大,而且对整个市场信心都有较大的影响。而与此形成鲜明对照的是今年第一季度水泥股的“明星风采”:从1月初至3月末,水泥股平均大涨50%!该板块成为年初的领 Cement stocks plunged, the logic behind the market What is the implications for investors? From early July, cement stocks plunged about 30% on average, especially on September 5, Conch Cement and Jidong Cement, the leading cement segment Unit staged limit show, not only a huge blow to the entire plate, but also have a greater impact on market confidence. In stark contrast to the first quarter of this year’s cement stocks “star style ”: From early January to the end of March, cement stocks rose an average of 50%! The plate became the beginning of the collar