创业板指超过大盘，高低切换正在临近。今日创业板再度领涨，大盘与科创板同步走强，北美算力、易中天等方向持续冲高，走出极致行情。不过，这波极端的题材狂欢大概率已接近尾声。
回顾历史，上一轮创业板指数超过大盘正是2021年新能源与半导体的主升盛宴，与当前市场情绪高度相似，阶段性高点已渐行渐近。本轮增量资金持续被高位赛道虹吸，导致白酒、消费等低位板块长期承压。而昨日消费白酒出现止跌，今日多个低位板块同时迎来修复，资金的潜在高低切换信号愈发清晰。
当前沪指在4000点至4050点区间内有一定支撑。高位板块逐步进入分歧退潮阶段，前期超跌的低位板块有望迎来修复，甚至走出独立行情。极致的结构性行情终将迎来轮动转换，6月市场或将开启新一轮周期，后续操作节奏务必提前把控。
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