{"data":{"article_id": "","user_id": "","source_id": "","title":"5.4 等新周期","subtitle": "","image": "","cover":"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0Az65ZKvtoQViaA6HfpNTDwZ5pTIShxX4ngJWJ5fxLzujxtojnevLqroGVaeWPwM5XjbZwCmogJzp9Q\u002F640?wx_fmt=png&from=appmsg","content":"\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E盘面：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E今天除了上证，其余几大指数都表现的不错。市场增量1500亿，但上证因为护盘资金的立场，并没有表态。所以，今天不能定义为共振节点，还需出现一次上证中大阳+大幅增量的节点才可。这种节点，在整个3-4月的行情中都没有出现。现在外围的不确定因素和市场自身的情绪都趋于平稳，老周期退潮，新周期蠢蠢欲动，已经具备下一次共振的契机。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E指数走势上，上证开始出现空头的特征，但幅度太小，趋势并没有确立，其他几个指数都被今天阳线拉回了横盘的状态。也就是还在选方向的过程中，非常的磨人。目前市场已经对贸易战和外围的扰动脱敏，预计五一假期回归后，就该选方向了。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E在量能11931亿基础上，黄线在上，小票情绪强于大票。最近都在流行1个主流，就是每天的赚钱效应并不弱，低位批量的涨停潮，一个板块爆发都是10+的涨停板，但从涨停板数量来看，这个数据能反推出赚钱效应是不错的。但是市场严重缺高度，国芳集团\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E开始下跌之后，高度打不上去，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E国光连锁\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E、\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E安记食品\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E、\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E天元股份\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E6板之后，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E东贝集团\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E连5板都不敢摸，导致市场的连板高度一直在压制。高度打不开只有宽度，说明都是量化在主导这个行情，想要低位的套利效应，而非高度的赚钱效应。而市场情绪回暖之后，市场不是选择连板去打高度，而是选择20cm和30cm，颇有意思。未来大家要适应这种状态，高度可能会有1、2次超过6，但是会越来越难，更多的是消息的套利和日内轮动的强度套利，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E量化的升级导致高位情绪是一体的，人的买盘大概率扭不过量化的倾泻，导致现在的活口穿越，更多是日k意义上的，现在分时能顶住逆势的基本已经没了\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003C\u002Ffont\u003E\u003C\u002Fsection\u003E\u003Csection style=\"text-align: center;\" nodeleaf=\"\"\u003E\u003Cimg data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0Az65ZKvtoQViaA6HfpNTDwZ5pTIShxX4ngJWJ5fxLzujxtojnevLqroGVaeWPwM5XjbZwCmogJzp9Q\u002F640?wx_fmt=png&from=appmsg\" class=\"rich_pages wxw-img\" data-ratio=\"1.1288981288981288\" data-s=\"300,640\" data-type=\"png\" data-w=\"481\" type=\"block\" data-imgfileid=\"100013626\" data-original-style=\"null\" data-index=\"0\" _width=\"481px\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0Az65ZKvtoQViaA6HfpNTDwZ5pTIShxX4ngJWJ5fxLzujxtojnevLqroGVaeWPwM5XjbZwCmogJzp9Q\u002F640?wx_fmt=png&from=appmsg\" __sec_open_place_holder__=\"true\" style=\"height: auto;\"\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E板块： \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003EAI： \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E \u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003Eai是从4.25开始正式发酵，当时涨停的有鸿博股份、\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E拓维信息\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E、\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E泰豪科技\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E、\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E致尚科技\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E开始的，当时更多是鸿博股份业绩增加的一个套利逻辑，随着消费题材越来越弱，市场没有承载消费流出的资金，深指调整到位，算力这边也在不断释放利好，导致资金在ai这边形成了一个合力，龙头是鸿博股份，中军已经换了几个了，拓维信息-\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E利欧股份\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E-常山北明\u002F浙文互联。从中我们能够得到的信号有2个，1是在量能不足的时候，是无法支持中军打高度的；2是现在的资金，无论是量化还是跟随资金，更喜欢低位的轮动套利，不喜欢做高度，现在已经形成了一种主流，未来也将持续。\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E资金在高位抱团开始出清后，今日开始进攻新方向，也有博弈五一消息的因素。早上资金先进攻的老抱团的方向，国芳、红宝丽、\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E联合化学\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E和补涨\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E茂业商业\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E均有拉升，茂业快速上板，随后资金又进攻了AI应用端，老抱团随之瓦解。茂业商业炸板，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E鸿博股份\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E转强封板，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E常山北明\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E大单抢板。但此后并没有带动情绪小票跟进，而机构资金持续推进的容量票，也并没有打出强度，AI就这么不强不弱的悬在这了，\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E因为上证指数没有表态\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E机器人：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E \u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E机器人与ai逻辑一样，属于消费周期结束之后的外切，机器人与ai并肩启动的时候，都要比ai走的强，走的远，形成了历史记忆了，\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E这个方向就没有AI那么依赖指数，但因为量化深度参与的原因，持续性和玩法上，短线选手的一部分模式很难匹配，尤其是竞价模式，几乎参与不上。今天板块高潮，按照量化的喜好节后有兑现预期，但这两天\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E也有不少资金参与其中，所以不排除有一次合力主升的可能。上面这俩方向今天拿先手\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E的资金不少，\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E机器人强度在4.30贯穿了全天，应该还会走一个分化的过程，\u003C\u002Fspan\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E整体一周期贸易战周期内品种加速出清，给新周期让路，新周期试错品种 大科技机器人完胜人工智能算力，日内高潮状态，如果要符合预期 机器人方向周一必须开出三个一字票才算符合预期，这个方向才能接力\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E化工： \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E \u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E这一轮炒作也是偏情绪，情绪背后的逻辑就是涨价和业绩（掌握个股底层逻辑，判断其持续性），对应的是4月份的业绩雷，所以这里需要\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E注意时间线，5月份肯定是要重启行情的！那也就意味着今天的盘面是否化工出现退潮的迹象，其次有没有资金去打窝，打窝哪个方向；这里\u003C\u002Fspan\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E老周期涨价线 资金依然维护高位震荡状态，企图等新周期开启情绪好再来一波。红宝丽是二波 中毅达是三波，这里要小心红宝丽被 永安或者中欣氟材取代 中毅达谁也取代不了，他是这波涨价逻辑的核心锚定\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cfont size=\"3\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E内需： \u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E \u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E消费周期国芳集团开始走退潮之后，期间过渡了1个东贝集团，这个东贝无法开出5板，断板走的A，符合过渡周期的性质。按照正常的周期路径，消费走完下跌1会有一个连板出现，让他走修复1，这个连板是汉商集团，但是消费没有走出修复1，直接开的下跌2，这个角度来说，资金已经放弃了消费周期的做多看多，更多是反弹跑路的一个意思，这是市场资金传达出来的信号。而在这个下跌2过程中，资金尝试了外切 ，切的是ai和机器人；今天竞价开出来消费这里就没看点了，\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E安记食品\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E独木难支，周二安记分时转强直接坑人，这里也透露着一点，现在单纯的看技术面也不行了，盘面一定要连起来看，正常来说消费是大于化工的，但是这一轮的消费最大的问题就是没有中军支持，说明还是偏情绪炒作的较多\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cmpcpc manual-insert=\"1\"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cdiv\u003E\u003Cmpcpc manual-insert=\"1\"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fmpcpc\u003E\u003C\u002Fdiv\u003E\u003C\u002Fspan\u003E\u003C\u002Fmpcpc\u003E\u003Cp\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E判断一个行情是否起来，有没有中军先动！情绪中军和市值中军都行，无非就是走机构趋势还是题材趋势！像这一轮消费最大的弊病就是一直没有一个中军站出来，或者说中军出的位置不对，如果是食品这里打破高度，中军是足够的，但是没有！有可能是资金刻意为之！欲盖弥彰！因为大题材一般都是\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E大资金都是提前开始撤退的，最后到情绪票\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E梳理：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E鸿博股份，\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E竞价\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E高开接近9个点，竞价成交1.3亿量能并不是很大，一般都是开盘后补量再说，其次就是资金对算力方向的认可度，昨天套利算力的首板，像\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E美利云\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E，\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E利通电子\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E这些开的都很一般；\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E9:42分鸿博股份被人工智能的情绪反推上板过后，资金直接就是砸了茂业商业，这里可以俩个票分时叠加看看；这里来说是一个好迹象，因为人工智能现在最大的问题就是合力，第一，需要有人引导，而且引导的人实力不弱，第二，需要形成散户合力，没人接盘，那就等同于变相砸盘，散户对科技的认可度一直都是\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E大于消费的，只要后续科技不出现坑人的迹象，情绪在周三是升温的，譬如\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E天娱数科\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E断板，周三也并没有给出太大的负反馈；鸿博\u003C\u002Fspan\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E现在市场的最高板，下周二要碰做错强压力区。这两天的走势一直没有给到很理想的换手的动作，暂时当做情绪锚定看\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E9:43分安记食品触及跌停，这个也是在鸿博股份上板过后直接就是一根线杀下来，市场的题材风格在切换，鸿博股份成了这一波AI绕不开的票的，代表着是算力，\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E英伟达\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgba(0, 0, 0, 0.9); font-size: 17px; font-family: mp-quote, -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; line-height: 1.6; letter-spacing: 0.034em;\"\u003E链！AI这一次炒作没怎么太聚焦，后面需要留意市场的风格，哪边在加强，是英伟达还是国产算力！还是deepseek，还是AI应用，又或者是AI端侧\u003C\u002Fspan\u003E\u003Cbr\u003E\u003C\u002Fp\u003E\u003Cp\u003E\u003Cspan data-pm-slice=\"3 2 ["para",{"tagName":"section","attributes":{},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"}]}}