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底部异动新热点盘点，不做买卖推荐~，单纯信息分享北方华创【还原激励费用后，真实经营性业绩是10.7+4=14.7亿元。】收入预期：92亿。实际85-109亿（中位97亿）业绩预期：8.6亿。实际9.4-12亿（中位10.7）其中四季度单季度按中位数4.1亿，在四季度有大额激励费用情况下（4亿左右），依旧环比和同比大幅增长。国产软件板块持续走强，新点软件、浪潮软件涨停，数字政通、捷成股份、先进数通跟涨。汽车零部件板块 网络安全板块持续走强，神思电子、荣联科技涨停，信安世纪、天源迪科跟涨。
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