尽管最近大家都说行情难做，市场缺乏明显主线。但细究起来，其实里面穿插着细分的主线，比如大的AI叙事，只不过，前期涨幅较大的光模块已经休息，换成了电力、存储芯片等方向。此外，主线轮动的频次也在不断加快。A股“四力”，轮番发力尽管英伟达这些大块头最近由于被唱空股价出现回调，A股相关概念以及前期涨得较多的机器人概念也在回调。但仔细剖析，除了消费、锂电池、游戏这些散乱的题材之外，围绕AI叙事的概念还是在...
Source Link尽管最近大家都说行情难做，市场缺乏明显主线。但细究起来，其实里面穿插着细分的主线，比如大的AI叙事，只不过，前期涨幅较大的光模块已经休息，换成了电力、存储芯片等方向。此外，主线轮动的频次也在不断加快。A股“四力”，轮番发力尽管英伟达这些大块头最近由于被唱空股价出现回调，A股相关概念以及前期涨得较多的机器人概念也在回调。但仔细剖析，除了消费、锂电池、游戏这些散乱的题材之外，围绕AI叙事的概念还是在...
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