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8月25日AI复盘

发布于 2026-08-25

<section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;background-color: rgb(250, 248, 243);border-left: 3px solid rgb(197, 160, 89);padding: 14px 16px;margin-bottom: 28px;border-radius: 0px 6px 6px 0px;" data-pm-slice="0 0 []"><p><span leaf=""><span textstyle="" style="font-weight: bold;">仅作AI复盘分享,不构成投资建议。</span></span></p><p style="font-size: 13px;font-weight: bold;color: rgb(197, 160, 89);letter-spacing: 1px;margin: 0px 0px 8px;"><span leaf=""><br /></span></p><p style="font-size: 13px;font-weight: bold;color: rgb(197, 160, 89);letter-spacing: 1px;margin: 0px 0px 8px;"><span leaf="">一句话结论</span></p><p style="font-size: 15px;color: rgb(51, 51, 51);margin: 0px;line-height: 1.85;"><span leaf="">上证&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+0.19%</span></span></strong><span leaf="">&nbsp;收 3889.44,深证&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">-0.35%</span></span></strong><span leaf="">,创业板&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">-1.00%</span></span></strong><span leaf="">&nbsp;三连跌,另一边超&nbsp;</span><strong><span leaf="">4200 股飘红</span></strong><span leaf="">。表面是"探底回升",实质是</span><strong><span leaf="">缩量换仓</span></strong><span leaf="">——两市成交&nbsp;</span><strong><span leaf="">1.83 万亿</span></strong><span leaf="">,比昨天少了&nbsp;</span><strong><span leaf="">1756 亿</span></strong><span leaf="">,没有增量资金进场,只有存量在搬。钱正从</span><strong><span leaf="">有色、贵金属</span></strong><span leaf="">,往</span><strong><span leaf="">光通信、存储、医药</span></strong><span leaf="">搬家。明天英伟达财报,是这一切的开关。</span></p><section style="text-align: center;" nodeleaf=""><img class="rich_pages wxw-img" data-aistatus="1" data-imgfileid="100050384" data-s="300,640" data-src="https://mmbiz.qpic.cn/mmbiz_png/9alt9LFC5gyQ34YV79245m8jicorhCgTibqa5HE1uJkLvLv3JlPIyGctjHSmHsJcWnQykWDnb0wRCufVuAcnZpzjl0puNicvlwZics8YibTric2BI/640?wx_fmt=png&amp;from=appmsg" data-type="png" type="block"></section></section><p style="font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 17px;font-weight: bold;color: rgb(26, 26, 26);border-left: 4px solid rgb(197, 160, 89);padding-left: 10px;margin: 0px 0px 16px;"><span leaf="">市场结构</span></p><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 20px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">▎枢纽判断</span></span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span leaf="">亨X光电、兆X创新、药X康德</span></strong><span leaf="">是今天的三根支柱。亨X光电同时领涨一带一路(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+25.27亿</span></span></strong><span leaf="">)、电网(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+24.63亿</span></span></strong><span leaf="">)、小米汽车(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+22.23亿</span></span></strong><span leaf="">)三个板块,是全市场连接度最高的资金枢纽。兆X创新横跨超清视频、无线耳机、上证50。药X康德扛起 CRO 和创新医疗两个板块。断裂后果很直接:这三只里任何一根支柱倒下,对应的板块就得散,市场就少一条承接线。</span></p><section style="text-align: center;" nodeleaf=""><img class="rich_pages wxw-img" data-aistatus="1" data-imgfileid="100050385" data-s="300,640" data-src="https://mmbiz.qpic.cn/mmbiz_png/9alt9LFC5gxNWukccMbYaegZqlAYmEmIucjJW5B59P5ScibGKRyjMyFIZCM4VeBOpPVMR5queDlJqtBNXEVA316WnDbibNGjAuNexOXFPGwzU/640?wx_fmt=png&amp;from=appmsg" data-type="png" type="block"></section></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 20px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">▎轮动判断</span></span></strong></p><p style="font-size: 15px;margin: 0px 0px 6px;line-height: 1.85;"><span leaf="">钱从有色往 AI 算力和医药搬,是真轮动不是假承接。钼&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">跌 5.18%</span></span></strong><span leaf="">,贵金属、基本金属跌幅靠前。铜价刚创历史新高,有色反而跌,这是</span><strong><span leaf="">利好出尽</span></strong><span leaf="">。撤出来的钱去了两个方向:AI 算力(光通信、存储、液冷、PCB)和医药(CRO、创新医疗、血制品)。</span></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">通信线缆及配套净流入&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">43.9 亿</span></span></strong><span leaf="">、净流入率&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">9.01%</span></span></strong><span leaf="">,是今天全市场最高的攻击性数据。这是成建制的资金行为,不是游资偷袭。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 28px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">▎未被定价的信号</span></span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">存储的物理紧缺被"AI 泡沫"旧叙事压着。亚马逊把一款音箱从 49.99 美元提到&nbsp;</span><strong><span leaf="">79.99 美元</span></strong><span leaf="">,涨了&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">60%</span></span></strong><span leaf="">,内存紧缺延续到&nbsp;</span><strong><span leaf="">2027 年</span></strong><span leaf="">。这是供给端的物理事实,不是 PPT 故事。但市场还在用"AI 泡沫破裂"的旧框架看存储。价格被情绪压着,供给端却在真实变紧,这就是今天没人算进来的部分。</span></p></section><p style="font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 17px;font-weight: bold;color: rgb(26, 26, 26);border-left: 4px solid rgb(197, 160, 89);padding-left: 10px;margin: 0px 0px 16px;"><span leaf="">关键信号</span></p><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 22px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">01</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">缩量 1756 亿,是今天最诚实的信号</span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">探底回升、4200 股飘红,看着热闹,背后是成交从 2 万亿缩到&nbsp;</span><strong><span leaf="">1.83 万亿</span></strong><span leaf="">。缩量红盘不是反转,是跌不动了往回补一下。上证全天在 3850 到 3896 之间窄幅震荡,深证连 8/19 那根大阴线的一半都没收回来,创业板三连跌(8/19&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">-6.26%</span></span></strong><span leaf="">、8/24&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">-3.21%</span></span></strong><span leaf="">、今日&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">-1.00%</span></span></strong><span leaf="">)说明成长股还在杀。这种环境里,追热点等于接盘。没有增量进场,所有上涨都是存量腾挪。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 22px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">02</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">光通信是今天唯一有攻击性的主线</span></strong></p><p style="font-size: 15px;margin: 0px 0px 6px;line-height: 1.85;"><span leaf="">通信线缆及配套净流入&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">43.9 亿</span></span></strong><span leaf="">、净流入率&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">9.01%</span></span></strong><span leaf="">,全场最高。领涨的是亨X光电(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+6.90%</span></span></strong><span leaf="">、主力进 18.36 亿)、中X科技(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+4.18%</span></span></strong><span leaf="">)、长X光纤(</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">+4.04%</span></span></strong><span leaf="">、20 日涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">30.63%</span></span></strong><span leaf="">)。这条线不是单打独斗——光X科技涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">7.51%</span></span></strong><span leaf="">、60 日涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">56.79%</span></span></strong><span leaf="">,特X信息涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">9.99%</span></span></strong><span leaf="">,都跟着动。</span></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">注意一个假象:行业榜第一的机械设备净流入&nbsp;</span><strong><span leaf="">66.1 亿</span></strong><span leaf="">,领涨的却是 N 高凯这只上市首日的新股(换手 80.98%、振幅 101%),这个数字不能当真。真正的钱在光通信。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 22px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">03</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">医药是被钱选出来的,不是被消息推出来的</span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">CRO、创新医疗、血制品三个板块净流入合计&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">38 亿往上</span></span></strong><span leaf="">,当天没有一条重磅医药政策。这是纯资金行为——从有色撤出来的钱,在找低估值、刚需、出海的避风港。但内部要分:CRO(药X康德 60 日涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">61.02%</span></span></strong><span leaf="">、凯X英涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">10%</span></span></strong><span leaf="">)是机构调仓,血制品是题材脉冲,赔率不一样。而且它涨在深证收绿的背景下,明天英伟达要是带崩全球风险偏好,医药这种避风港反而可能被资金二次确认——前提是别追高,等它跟大盘一起被错杀。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 22px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">04</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">内存涨价有物理锚,是明年唯一能落地的 AI 逻辑</span></strong></p><p style="font-size: 15px;margin: 0px 0px 6px;line-height: 1.85;"><span leaf="">英伟达七连跌</span><span leaf="">,但 82 位分析师里只有&nbsp;</span><strong><span leaf="">4 位</span></strong><span leaf="">看空,三个月盈利预测上调&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">13%</span></span></strong><span leaf="">。价格在跌,预期在涨,这是严重背离。</span></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">真正有实物的,是内存:亚马逊涨价&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">60%</span></span></strong><span leaf="">、英伟达服务器涨价&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">15% 以上</span></span></strong><span leaf="">,紧缺延续到&nbsp;</span><strong><span leaf="">2027 年</span></strong><span leaf="">。液冷(申X环境涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">16.16%</span></span></strong><span leaf="">、同X股份、佳X图涨停)吃的是短期情绪,存储才是长线护城河。市场今天已经开始反应,但大部分资金还困在旧叙事里。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 22px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">05</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">铜创新高,是有色出货的烟雾弹</span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">铜价冲上&nbsp;</span><strong><span leaf="">1.42 万美元</span></strong><span leaf="">,创历史新高,结果 A 股有色集体退潮,钼&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">跌 5.18%</span></span></strong><span leaf="">。新闻最好的时候,就是流动性锁死散户的时候。铜的紧缺是真的,但有色板块的赔率已经被透支。手里还有有色的,反弹是减仓窗口,不是加仓理由。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 28px;"><p style="font-size: 15px;margin: 0px 0px 6px;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">06</span></span></strong><span leaf="">&nbsp;&nbsp;</span><strong><span leaf="">英伟达财报是明天唯一的开关</span></strong></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">今晚美股盘前,SK 海力士涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">2%</span></span></strong><span leaf="">、美光涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">1%</span></span></strong><span leaf="">、纳指 100 期货涨&nbsp;</span><strong><span style="color: rgb(212, 53, 28);"><span leaf="">0.4%</span></span></strong><span leaf="">,存储链在提前定价。但杰克逊霍尔那头,美债 30 年期收益率被警告可能冲&nbsp;</span><strong><span style="color: rgb(0, 160, 80);"><span leaf="">5.5%</span></span></strong><span leaf="">,这是悬在成长股头上的刀。明天的财报,涨和跌都不会是小数字。押方向不如押波动,或者干脆把仓位降到睡得着。</span></p></section><p style="font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 17px;font-weight: bold;color: rgb(26, 26, 26);border-left: 4px solid rgb(197, 160, 89);padding-left: 10px;margin: 0px 0px 16px;"><span leaf="">需要验证的</span></p><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 12px;"><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">1.</span></span></strong><span leaf="">&nbsp;英伟达财报后主线怎么走:光通信和存储链放量续涨说明埋伏没透支,高开低走说明今天的上涨已经提前定价。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 12px;"><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">2.</span></span></strong><span leaf="">&nbsp;深证能不能站回 8/19 阴线一半:站不回、成交回不到 2 万亿以上,反抽就是假的。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 12px;"><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">3.</span></span></strong><span leaf="">&nbsp;光通信净流入是否转负:转负就是主线熄火,立刻降仓。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 12px;"><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">4.</span></span></strong><span leaf="">&nbsp;药X康德是错杀还是逆势:明天跟大盘一起被错杀后有承接,才是机构调仓的确认;无承接则是一日游。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;margin-bottom: 28px;"><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><strong><span style="color: rgb(197, 160, 89);"><span leaf="">5.</span></span></strong><span leaf="">&nbsp;有色金属是否反弹:反弹是出货的二次窗口,不是反转信号。</span></p></section><p style="font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;font-size: 17px;font-weight: bold;color: rgb(26, 26, 26);border-left: 4px solid rgb(197, 160, 89);padding-left: 10px;margin: 0px 0px 16px;"><span leaf="">这个判断什么时候需要修正</span></p><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;background-color: rgb(240, 250, 244);border-left: 3px solid rgb(0, 160, 80);padding: 12px 16px;margin-bottom: 12px;border-radius: 0px 6px 6px 0px;"><p style="font-size: 13px;font-weight: bold;color: rgb(0, 160, 80);margin: 0px 0px 6px;letter-spacing: 1px;"><span leaf="">正面</span></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">明天英伟达财报落地后,光通信和存储链放量续涨、净流入继续扩大,说明主线成立,可以在龙头回踩时加仓。</span></p></section><section style="color: rgb(51, 51, 51);font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei&quot;, sans-serif;font-size: 15px;font-style: normal;font-variant-ligatures: normal;font-variant-caps: normal;font-weight: 400;letter-spacing: normal;orphans: 2;text-align: start;text-indent: 0px;text-transform: none;widows: 2;word-spacing: 0px;-webkit-text-stroke-width: 0px;white-space: normal;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;background-color: rgb(254, 240, 240);border-left: 3px solid rgb(212, 53, 28);padding: 12px 16px;margin-bottom: 28px;border-radius: 0px 6px 6px 0px;"><p style="font-size: 13px;font-weight: bold;color: rgb(212, 53, 28);margin: 0px 0px 6px;letter-spacing: 1px;"><span leaf="">反面</span></p><p style="font-size: 15px;margin: 0px;line-height: 1.85;"><span leaf="">财报不及预期,光通信高开低走、净流入转负,深证继续收绿缩量,说明今天的切换是假轮动,需要止损离场、仓位直接降到观望。</span></p></section><section><span leaf=""><br /></span></section><p style="display: none;"><mp-style-type data-value="3"></mp-style-type></p>

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