复盘:
市场整体情况:昨日科技股现分歧,指数接近前期平台,该位置为成交密集区,需放量冲击。临近五一,节前效应显现,指数上攻动力不足,4100点附近开始调整。当前指数积累了较大获利盘,需消化或换筹。深成指、创业板跌幅较大,后续或有板块轮动和风格切换。K线与成交量:前两天指出成交量如超4月8日要小心,结果昨日出现放量滞涨及V型走势,按以往走势高位放量V型附近常伴随调整。电力板块:重点关注。锚定华电辽能、晶科科技,如果这两个明天还能涨停,则可以关注华电能源、节电风能等。白酒板块:资金有高低切换,可能是超跌反弹,中长线逻辑不明确,行业基本逻辑未变,年轻人取悦方式变化,对白酒需求或有影响。商业航天板块:SpaceX确定性强,国内航天方向业绩或有大表现,因国家航天日预期及相关公司有实质业务,后续或逐步配置。机器人板块:特斯拉机器人有发展规划,7-8月或集中亮相并量产,需求和预期提升。选股建议:买股要了解公司业务,符合未来发展逻辑,选基本面良好、预期大的公司,提高审美,选行业核心品种。操作建议:高位快速上涨股应降仓或落袋,关注板块节奏和持续性,根据市场变化做决策,尊重市场、顺势而为。一、昨日回顾
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| | | 光模块+finisar/coherent代工+光纤阵列 |
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| | | 1.6T光模块+Micro LED+与火山引擎合作 |
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| | | | 光模块+finisar/coherent代工+光纤阵列 | |
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| | | | 1.6T光模块+Micro LED+与火山引擎合作 | |
(文章仅作分享,不构成投资建议,股市有风险,入市需谨慎。)