复盘:
市场整体情况:昨日成交量3万亿,上午大票上涨下午回落,下跌家数超3000家,市场分化割裂。创业板指数创新高后回落,但上升趋势未变。资金想回归硬科技,黄仁勋站台光通信带来行业热度。市场参与者结构导致合力不足,量化参与度深,机构也多做短线。市场一致性过强产生分歧。行业关注:关注科技赛道,如AI应用、算力硬件等;顺周期关注电力、有色金属(铜、铝、黄金)、煤炭等。
操作建议:指数震荡时仓位不要过重,去弱留强,主动进行低吸高抛操作,把握主动权,及时调仓换股。昨夜美股跌,今日要多谨慎些。我好像看到了老朋友来过,又很巧合地解答了“畏高”和“光”,心怀感恩。
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| | | | 薄膜电容器+可控核聚变(电容)+商业航天(电磁发射) |
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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。)