回头看这个月除了市场自身的节奏不在科技这边,利空也确实影响蛮大,业绩造假,假合同,收购失败、美股龙头大跌等等

对于那些有业绩的 AI 龙头股,后面还是会涨回去的,比如:复联,中际,天孚这种还是可以关注的

今天盘中的拉升属于正常的盘中反弹,是不是止跌还是要继续观察,短期能不能演绎利空出尽,止跌回暖,这个不好判断,心理上可以做好准备,但交易上等盘面出现明显信号再说

其它方向今天也乏善可陈,军工是周末信息支援部成立,利好一些军工信息化企业,也不能再追,大概率 1 日游

目前还有 2000 多家上市公司没有披露年报,你怕不怕踩雷?谁不怕??现在谁敢瞎买?次新是唯一的避风港,节前你关注这 1 个方向就够了

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