大盘跳水要不要跑？低位的科技不要跑，高位涨幅巨大的人气股要做减法。跳水主要是因为短期涨幅过快，4180点至4200点区间是强阻力位置，多个技术指标已出现严重背离和超买信号，这是正常的技术洗盘。
半导体方面，高位的龙头要回避撤离，低位的没有问题，小幅修正以后还有第二波反弹，比如光刻机、光刻胶、封测、EDA等，可以关注低位细分龙头的补涨机会。
算力技术上可能要休息两天，但大的趋势依然看好。
锂矿周四大跌，调整尚未结束，短线不要参与。如果仓位重，可以趁反弹做减法，等跌下来想低吸时再考虑。锂矿大趋势有业绩支撑，短线调到20日均线左右会有支撑。
工业母机、人形机器人、商业航天、电力、电网设备、AI应用，这属于第二条主线。其中短期低位的还有补涨过程。整体来看，市场正处于高低切换的阶段。
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