周期板塊包括金融、房地產(chǎn)、基建、有色、煤炭鋼鐵、畜牧、石油化工等,周期板塊是指跟隨經(jīng)濟(jì)周期而運(yùn)作的股票板塊,當(dāng)經(jīng)濟(jì)較好時(shí),周期板塊的股票會(huì)上漲,當(dāng)經(jīng)濟(jì)較差時(shí),周期板塊的股票會(huì)下跌,周期板塊對(duì)經(jīng)濟(jì)數(shù)據(jù)較為敏感,也可以稱為經(jīng)濟(jì)的晴雨表。
逆周期板塊是指不跟隨經(jīng)濟(jì)周期運(yùn)作的股票板塊,經(jīng)濟(jì)景氣時(shí)周期板塊的股票不一定能獲得較好的利潤(rùn),經(jīng)濟(jì)不景氣時(shí)周期板塊的股票不一定不景氣,逆周期板塊包括:農(nóng)業(yè)、醫(yī)療、影視、娛樂等。