复盘:
市场整体情况:昨日虽处小情绪冰点,超3000家下跌,但科技股表现强势,市场量能缩减1700亿,资金抱团大科技,指数探底回升,做多信心强。指数及经济体表现:上证指数、创业板指回踩后拉升,纳指创新高,日韩股市亦创新高,指数长期向上是趋势,短期风险是低吸机会。财报影响:4月30日前大量上市公司披露年报和一季报,业绩低于预期或不佳会跌,超预期才涨,调整概率高于上涨。科技股:关注优质科技股,未公布年报且处于高位的公司需谨慎,资金高低切换,电子特气因美伊冲突等因素受关注,关注前排标的看有没有延续性。电力板块:算电协同写入政府工作报告,夏季用电高峰将至,关注绿电资源丰富的公司。昨日大盘有涨不动迹象,出现高位下影线,成交量与前一日相近,最高到4086.64点,距4100点整数关口近。五一假日也快到了,且近期获利盘颇多;注意控制好仓位,可以出一部分把前面的利润先锁定。如果有回调再介入,节奏上可能会更舒服些。一、昨日回顾
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| | | 资产注入预期(无锡国资)+断路器关键部件+模具设计 |
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| | | 初芯系接任董事长(半导体光刻胶)+AI设计+定制家居 |
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| | | | 资产注入预期(无锡国资)+断路器关键部件+模具设计 | |
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| | | | | |
| | | | 初芯系接任董事长(半导体光刻胶)+AI设计+定制家居 | |
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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。)