复盘:
市场整体情况:近期美伊谈判进入关键节点,日韩指数创新高。A股上证指数今年走弱,受月底流动性收缩、临近长假资金谨慎、财报集中披露等因素影响。本周下半周,多国央行将公布利率决议,美国4月30日公布核心PCE数据,月底中国发布PMI等宏观数据,同日还有年报、一季报披露,市场或剧烈震荡。市场走势技术分析:上证指数60分钟级别,当前收小阳线,成交量尚可,后续或冲击4100点但突破前高难度大,调整可能以时间换空间或向下深蹲蓄力。
板块方向:
主要为半导体和顺周期板块,两者交替上涨。国产替代加速,Deepseek V4与国产硬件匹配,海外半导体上涨及资金高低切换,促使半导体板块上涨,业绩确定的设备领域表现强势,操作上勿追高,留意核心票分歧低吸机会。
商业航天:美国有商业航天采购合同,国内工信部开会,部分个股有表现,操作上应去弱留强。临近5月1日假期,防止大盘资金出逃,保持胜率,做短线的赚钱就走。节前不适合满仓、重仓。当前行情一般,应慎重操作,以高抛低吸、反复操作好票为主。行情好时好好做,行情不好不做,行情一般保持慎重。价值反复做,高抛低吸,对好企业的票逢低买、逢高抛。一、昨日回顾
前一交易日涨停回顾:
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| | | 业绩增长+染料中间体(传)+拟投偏苯三酸酐8万吨/年 |
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| | | 超薄铜箔+高纯化学品(AI)+固态电池(硫化锂材料) |
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| | | | 退市预期+新增经营范围(机器人销售)+控股股东转让股份 |
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| | | | 退市预期+新增经营范围(机器人销售)+控股股东转让股份 | |
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| | | | 业绩增长+染料中间体(传)+拟投偏苯三酸酐8万吨/年 | |
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| | | | 超薄铜箔+高纯化学品(AI)+固态电池(硫化锂材料) | |
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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。)