来源：聪明投资者（ID：Capital-nature）“我一直提醒不要有水牛的这种幻觉，今年会放水，但是今年不是水牛，今年的牛市是科技牛，是结构性牛市，是以先进制造业为驱动的新的核心资产。”“财政政策，货币政策着力的一个落脚点也应该是科技基建，不是普通的那种基建。”“今年科技股的行情虽然是贯穿全年，但在中间一定会有波折。”“三四月份如果科技股有波动，那会是个买点。”以上，是兴业证券全球首席策略...
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