复盘:
市场整体情况:昨天三大指数集体收涨,呈现创强沪弱、科技领涨的结构性行情,市场情绪回暖。指数缩量收复4050,但短期仍有反复,扭转趋势需进攻量能配合。昨天通信服务,算力租赁,存储芯片等方向领涨,油气开采白酒,农化等方向领跌。科技板块迎来回归,英伟达新叙事叠加阿里云存储、芯片涨价34%形成内外共振,成为资金核心挖掘方向。半导体领域存储强势3日,大功率、晶圆、虚拟芯片等细分同样处于涨价周期,行业整体景气度保持稳定;机器人板块表现偏弱,后续走势仍看特斯拉动向,中期依旧看好该方向。高抛低吸。美股三大指数集体下跌且跌幅超过1%,富时A50下跌超过1%,中概股下跌超2%,黄金期货大跌超3%,白银期货大涨超5%,布油大涨超6.5%。今天还是谨慎操作。一、昨日回顾
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| | | 设算电协同子公司+绿色电力+工业机器人(轴承/减速器) |
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| | | 断路器关键部件+资产注入预期(无锡国资)+模具设计 |
| | | 数据中心(柴油发电机)+拟收购秦豪军工股权+机器狗 |
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| | | 腾讯QClaw+合作腾讯混元大模型+DeepSeek |
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| | | | 设算电协同子公司+绿色电力+工业机器人(轴承/减速器) | |
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| | | | | |
| | | | | |
| | | | | |
| | | | 腾讯QClaw+合作腾讯混元大模型+DeepSeek | |
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| | | | | |
| | | | | |
| | | | | |
| | | | 断路器关键部件+资产注入预期(无锡国资)+模具设计 | |
| | | | 数据中心(柴油发电机)+拟收购秦豪军工股权+机器狗 | |
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(文章仅作分享,不构成投资建议,股市有风险,入市需谨慎。)