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兑现/季节效应影响,红利及大盘价值风格往往占优;此外,若后续市场资金充裕、流动性改善,且明年科技成长板块增长预期明确,不排除该板块存在“提前抢跑”的跨年行情可能性。  国金证券指出,当前来看,市场估值和成交热度的分化已经触发了风格切换的条件,只是基本面的相对变化还未明显出现。但如果从资金层面来看,过去一段时间均衡风格的选手明显选择从价值切换向成长。面对成长风格波动放大,叠加考核期临近年底大关,资金

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