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Likes Received#2024.7.24 午盘策略#早盘指数继续弱势，市场普跌，下跌家数一度又接近 5000，好在国 JD 出手，临近午盘，上证率先翻红
但是上午下跌并没有放量，可能空头还没发力，所以市场见底的可能性很低，这里仅仅只是反弹而已
中期逻辑，短期节奏，思路要清晰
题材上，近期一直还不错的无人驾驶，今天正式开始分歧，而半导体普遍都有小修复，说明自主可控回流的预期是没问题的
目前的行情仓位应该轻，耐心等待新的拐点，应该也不远
下午还是继续观察两个老主线，泛科技和无人驾驶，尤其是泛科技，直接决定市场人气，连续调整了几天，有回暖预期
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