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。）
