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块的行情走势。　　面对不确定性加大的宏观环境，长城基金旗下周期板块基金经理陈子扬坦言，周期行业波动加大，投资难度随之上升。但专业的周期股投资从来不是赚“情绪博弈”的钱，而是锚定长期趋势，寻找具备确定性的产业逻辑。　　陈子扬判断，本轮始于2018-2019年的大宗商品大产能周期尚未结束，供给端的长期刚性约束仍是核心支撑，当前的剧烈震荡恰恰是筛选优质标的、布局确定性机会的窗口期。　　以供给为锚，穿越不

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