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【5.12困困】抱团行情.

  • 2026-05-12 23:50:50
【5.12困困】抱团行情.
困困小柚子，郑重声明：本文为个人思路，非推荐和建议，请勿盲从。

一、盘面、量能

沪市止步8连阳，连续涨了很久，调整一下也是正常的。
趋势还在，还属于强新高趋势，不用慌。

全市成交额连续五日突破3万亿，量能足够。

二、情绪、题材

市场情绪：久违的4000+绿，涨跌中位数为-1.42%。

板块题材：电力、电网逆势活跃。

光纤、光模块活跃，PCB震荡走高、军工午后拉升。

半导体、先进封装、机器人活跃。

三、说说预期

今天看指数像是无事发生，核心票没有大的亏钱效应。
资金都在抱团核心，其余跌幅比较惨。
抱团核心，有点像前几年的锂电行情（米股也抱团，大A为啥不能抱团呢？）
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  1. CONNECT:[ UseTime:0.001092s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.001547s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.009545s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.001405s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.001442s ]
  6. SELECT * FROM `set` [ RunTime:0.006071s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.001734s ]
  8. SELECT * FROM `article` WHERE `id` = 534800 LIMIT 1 [ RunTime:0.005336s ]
  9. UPDATE `article` SET `lasttime` = 1778603344 WHERE `id` = 534800 [ RunTime:0.014889s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.003196s ]
  11. SELECT * FROM `article` WHERE `id` < 534800 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.003440s ]
  12. SELECT * FROM `article` WHERE `id` > 534800 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.006528s ]
  13. SELECT * FROM `article` WHERE `id` < 534800 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.019691s ]
  14. SELECT * FROM `article` WHERE `id` < 534800 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.024010s ]
  15. SELECT * FROM `article` WHERE `id` < 534800 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.005778s ]
0.254061s