今日午后A股突发跳水 ,行情诡异,3400点似有神秘力量 。有网传“伦敦会谈 ”中美没谈好,但老马认为老美自顾不暇 ,谈判或为作秀,主力控盘能力升级,一切或在掌控中。盘面上,南京G开盘拉升涨停 ,港口 、北交等大涨,资金流向为港口稀土农业食品。创新药板块表现可圈可点,君实SW大涨11% 。策略上建议“左手医药、右手消费 ,科技放心中”,继续持股。近期行情波动或剧烈,可先建心愿名单 ,涉及北交、有色 、消费、中药、创新药等板块,半导体芯片暂无明确标的。投资有风险,需谨慎。
股票名称 ["南京G","无锡晶H","优机GF","柏星L","旺成KJ","康比T","中钨GX","贵研BY","焦作WF","盛和ZY","劲仔SP","甘源SP","宝立SP","保龄B","泉阳Q","均瑶","佛慈","振东","恒瑞","君实","翰宇","天源"]板块名称 ["创新药","北交","有色","消费","新消费","中药","半导体芯片"] A股行情、创新药 、主力控盘看多看空 现阶段老美自顾不暇 ,谈判或为作秀,即便会谈不及预期也有应对之策 。本轮上涨主力控盘能力升级,对场外增量资金依赖度降低 ,一切在主力掌控中,可能后续以2万亿成交额突破3600点。