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春节后,行情怎么走

  • 2026-02-24 02:40:45
春节后,行情怎么走
春节大事件
1.关税
特朗普依据《国际紧急经济权力法》（IEEPA）征收的大规模全球关税缺乏法律依据，即刻失效。随后特朗普改用《1974 年贸易法》第 122 条重新加征15%关税。
换汤不换药
2，机器人
宇树产业链更好一些，开的太高了也没有性价比了，机器人已经没新鲜感了。3月底 4月份关注特斯拉产业链消息。这分方向估值给透了，不好参与
3.无人驾驶
特斯拉没有方向盘的无人驾驶车出来了，用的线控。估计要走一波，这里还没出来大牛股。浙江世宝港股今天涨了20%，伯特利做无人驾驶底盘和刹车制动的，调整了一段时间
4.ai
算力还是需求旺盛。
ai材料：mlcc村田大涨，三星电机春节期间涨了30%多，国内电容电感的：博迁新材主要给三星供货高端镍粉，另外光伏铜代替银。另外就看龙磁科技（谷歌产业链），风华高科，三环集团
光纤：涨价。很多分析师在推荐长飞光纤，亨通光电。
5.消费和药
春节消费一般，票房不好，航空出行数据比较好。创新药港股那边算是稳住了，仅此而已
6.恒生互联网公司
美团，腾讯，京东，网易，阿里，快手，百度，携程跌惨了。一种说法是被字节跳动一套又一套ai组合拳打趴了；另外一种是去年外卖大战元气大伤，加上现在又开始大力推广ai，只见花钱不见增收，基本面受了伤。
我个人觉得还是和流动性、政策相关。春节前港股流动性明显收缩，南下资金通道关闭港股成交量少的可怜，另一方面和春季前推出《互联网平台反垄断合规指引》，从1月29号开始加速下跌，当时传言是互联网公司增税，显然是害怕铁拳
本周要注意的是
1.伊朗那边局势不稳，资金还是观望。
2.美国关税风波再起，党争
3.英伟达财报本周三盘后，北京时间周四凌晨。业绩超预期，就看利好程度怎样了。现在市场对科技股的小利好不买账。
本周以稳为主吧。
马年第一天，祝交易顺利
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2026年2月24日 全国各地今日兔价行情信息快报!(仅供参考)

【券商首席:头条】机构研判节后春季行情有望延续

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  137. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  138. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/runtime/temp/49e0cd3e0528281c5c5fae705243dc37.php ( 11.98 KB )
  140. /yingpanguazai/ssd/ssd1/www/mffb.com.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.001025s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001629s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000823s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.003020s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001566s ]
  6. SELECT * FROM `set` [ RunTime:0.004657s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001457s ]
  8. SELECT * FROM `article` WHERE `id` = 483998 LIMIT 1 [ RunTime:0.007628s ]
  9. UPDATE `article` SET `lasttime` = 1771915151 WHERE `id` = 483998 [ RunTime:0.013398s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000793s ]
  11. SELECT * FROM `article` WHERE `id` < 483998 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.005804s ]
  12. SELECT * FROM `article` WHERE `id` > 483998 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.005120s ]
  13. SELECT * FROM `article` WHERE `id` < 483998 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.011870s ]
  14. SELECT * FROM `article` WHERE `id` < 483998 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.005168s ]
  15. SELECT * FROM `article` WHERE `id` < 483998 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.031357s ]
0.256077s