AI摘要：A 股短期情绪偏热波动加大，宜把控仓位，外部扰动影响有限，科技高端制造主线依旧稳固。半导体行业盈利向好，扩产与国产替代持续推进，板块行情走强。生猪行业政策底确立，产能加速出清，短期涨价乏力，行情反转尚需等待。 A股昨日走势分化，沪指跌0.18%，深证成指平盘报收，创业板指涨0.34%，科创50指数涨3.2%。沪深京三市成交额达到2.98万亿。行业板块涨少跌多，半导体、电子化学品、稀土、...
Source LinkAI摘要：A 股短期情绪偏热波动加大，宜把控仓位，外部扰动影响有限，科技高端制造主线依旧稳固。半导体行业盈利向好，扩产与国产替代持续推进，板块行情走强。生猪行业政策底确立，产能加速出清，短期涨价乏力，行情反转尚需等待。 A股昨日走势分化，沪指跌0.18%，深证成指平盘报收，创业板指涨0.34%，科创50指数涨3.2%。沪深京三市成交额达到2.98万亿。行业板块涨少跌多，半导体、电子化学品、稀土、...
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