A股看多,指數(shù)與題材齊升
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2025年08月07日 20:00 5
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今日指數(shù)繼續(xù)震蕩上行,距新高僅幾個(gè)點(diǎn),市場溫和放量至 1.7 萬億,波段向上趨勢不變。情緒加速,趨勢抱團(tuán)與 20cm 套利補(bǔ)漲活躍,長城軍工、北方長龍為代表。題材方面,軍工、機(jī)器人日內(nèi)大幅拉高,AI 里液冷輪動(dòng),應(yīng)用較弱,醫(yī)藥調(diào)整。指數(shù)溫和向上為趨勢環(huán)境創(chuàng)造條件,題材炒作轉(zhuǎn)向趨勢風(fēng)格。軍工早盤強(qiáng)勢,長城軍工和北方長龍明日預(yù)期分歧,后排補(bǔ)漲股不宜接力,信息化關(guān)注科思科技和觀想科技。機(jī)器人板塊受中欣氟材等帶動(dòng)大漲。MIM 關(guān)注海昌新材,PEEK 方向明日分歧后或有低吸機(jī)會。AI 硬件液冷補(bǔ)漲,PCB 和 CPO 調(diào)整,應(yīng)用關(guān)注相關(guān)個(gè)股。
股票名稱 ["長城軍工","北方長龍","成飛集成","國機(jī)精工","科思科技","觀想科技","上緯新材","中欣氟材","新瀚新材","福日電子","中大力德","東方精工","海昌新材","飛龍","科創(chuàng)新源","淳中科技","英維克","思泉新材","鼎捷數(shù)智","華勝天成","拓爾思","東信和平","信達(dá)證券","山河智能","東芯股份"]板塊名稱 ["軍工","機(jī)器人","ai","醫(yī)藥","mim","pcb","cpo"]指數(shù)上行、題材炒作、趨勢牛股看多看空 指數(shù)今天繼續(xù)震蕩上行,距離新高沒幾個(gè)點(diǎn),且市場溫和放量到1.7萬億,依舊看波段向上;指數(shù)溫和向上創(chuàng)造了良好的趨勢環(huán)境,題材炒作也向趨勢風(fēng)格轉(zhuǎn)變,走出無數(shù)趨勢牛股。
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