{"data":{"article_id": "","user_id": "","source_id": "","title":"4.22 反包小高潮","subtitle": "","image": "","cover":"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0AzkuzI9pZJFCiaMTd9MoAXC4615VpZLxQ2XvLOFXabZgOF9bo8jmMSqVd8ib4h8KfwJusDeSzfQEF6A\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外围美股大跌，黄金持续发疯，对大A开形成压制，尤其是AI和机器人等科技板块承压明显，多个权重下跌，生产队被迫再次启用银行护盘，最终勉强维持沪指收红，涨跌家数收出55开，题材上受消息刺激的物流，供销社，跨境支付表现最好，短线涨停家数对比昨天减少20家，但连板家数对比昨天增加5家，2板收出14家，周期高低切换明显，低位多股开出一字涨停，补涨欲望强烈，但妖龙国芳依旧强势未见断板迹象，整体是开局一致，盘中强分歧，尾盘弱修复的一天\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\u003Cspan leaf=\"\" style=\"color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "Helvetica Neue", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", monospace, cursive, sans-serif; font-size: 14px; letter-spacing: normal; background-color: rgb(244, 245, 247);\"\u003E消费方向依旧在龙头属性的发酵下继续保持小火慢炖的持续性，其他方向还是在轮动，但这里的轮动和之前有所不同。之前是无主线的轮动，现在是各路题材出来卡位龙头见顶日，都在博弈自己这路题材能成为下一波的主线。需要天时地利人和，都是博弈。\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "Helvetica Neue", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", monospace, cursive, sans-serif; font-size: 14px; letter-spacing: normal; background-color: rgb(244, 245, 247);\"\u003E消费内部出补涨龙或者其他题材卡位成功。消费内部不多分析了，哪只个股比较随机，还要看卡上点的情况。其他题材目前分为两个方向，一个是贸易战相关的方向，也就是现在炒的消费、外贸、物流、跨境支付、医药、芯片、黄金等等\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "Helvetica Neue", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", monospace, cursive, sans-serif; font-size: 14px; letter-spacing: normal; background-color: rgb(244, 245, 247);\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"color: rgb(0, 0, 0); font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei", "Helvetica Neue", Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol", monospace, cursive, sans-serif; font-size: 14px; letter-spacing: normal; background-color: rgb(244, 245, 247);\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"background-color: rgb(244, 245, 247); line-height: 1.6; letter-spacing: 0.034em;\"\u003E目前这波题材，主要看国芳和红宝丽\u003C\u002Fspan\u003E\u003Cspan leaf=\"\" style=\"background-color: rgb(244, 245, 247); line-height: 1.6; letter-spacing: 0.034em;\"\u003E两位大哥何时见顶即可...\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection\u003E\u003Cbr\u003E\u003C\u002Fsection\u003E\u003Csection style=\"text-align: center;\" nodeleaf=\"\"\u003E\u003Cimg class=\"rich_pages wxw-img\" data-imgfileid=\"100013595\" data-ratio=\"0.15648854961832062\" data-s=\"300,640\" data-src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0AzkuzI9pZJFCiaMTd9MoAXC4615VpZLxQ2XvLOFXabZgOF9bo8jmMSqVd8ib4h8KfwJusDeSzfQEF6A\u002F640?wx_fmt=png&from=appmsg\" data-type=\"png\" data-w=\"262\" type=\"block\" data-original-style=\"null\" data-index=\"0\" _width=\"262px\" src=\"https:\u002F\u002Fmmbiz.qpic.cn\u002Fsz_mmbiz_png\u002FRVl6mDZL0AzkuzI9pZJFCiaMTd9MoAXC4615VpZLxQ2XvLOFXabZgOF9bo8jmMSqVd8ib4h8KfwJusDeSzfQEF6A\u002F640?wx_fmt=png&from=appmsg\" __sec_open_place_holder__=\"true\" style=\"height: auto;\"\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cspan leaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fspan\u003E\u003C\u002Fsection\u003E\u003Csection\u003E\u003Cbr\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\u003Cbr\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\u003Cbr\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\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\u003Cfont style=\"color: rgb(51, 51, 51); font-family: Arial, Helvetica, sans-serif; background-color: rgb(248, 248, 248); box-sizing: unset !important;\" data-pm-slice=\"0 0 \"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-weight: bold;\"\u003E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，\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竞价略微不符合预期，主要体现在溢价略低分歧太小，与昨天缩量快速上板气质不匹配，可能也是受到国光连锁被核负反馈影响，这个溢价也可接受，盘中宽幅震荡较于13:31:49秒上板，此后无炸板漏单示弱行为，个股上板后带动短线情绪疯狂回暖，\u003C\u002Fspan\u003E\u003C\u002Ffont\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国芳已经成为无可争议的关税战总龙头，今天盘后又触发了30天200%，第二次严重异动了。虽然说妖股不言顶，但总归是涨停一次少一次，高位风险在累积。\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\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; 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