如果投资人本能地认为金融或技术板块会领涨下一轮牛市是错误的，那他们又该关注什么呢？
If investors are wrong to automatically assume that the financial or technology sectors will lead the market's next major leg up, what should they be on the lookout for?
西门子公司领涨工业板块，摩根斯坦利和高盛集团建议买入西门子股票。
Siemens AG led a rally in industrial stocks as Morgan Stanley and Goldman Sachs Group Inc. recommended the shares.
坦言之，在美国，还没有说哪一个板块或行业群是连续两个牛市的领涨者。
Tellingly, it hardly ever has been the case in the U. s. that a sector or industry group is the leader of two successive bull markets.
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