今天大盘整体高开震荡回落,哈三大指数都是一样的,创业板指跌幅在1%以上,它开盘可是涨了1%的,结果收盘全都跌回去了,波幅非常的大。和讯信息汪基纲分析,其实创业板很好理解,就是短期涨太多了,这一周时间涨了差不多10几个点了,这可是个指数,啊所以调整也是合理的,那跌的多也是前期涨的比较多的品种,比如说PCB、算力硬件,还有电池等等,沪指层面的话虽然也是一个高开低走,但是收盘还是硬生生的,拉回到了零轴的上方,哈走了个不涨不跌。那么沪指的话聊了多次了,啊只要这个位置4011这个位置它支撑不破,那么短期反弹还能够继续,问题不大,保持耐心控制好仓位即可。嗯板块来讲的话,整体还是一个轮动,资金明显有一个高切低,今天领涨的医药、商业航天、消费养殖等等都是相对低位的方向,而跌幅比较大的就是近期机构抱团非常深的这些高景气的科技、算力、PCB等等,但今天这种调整抱团是不是结束了?那么我认为现在说这个话还是为时尚早的趋势还有破坏,还可以继续留意回踩的一个性价比。
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