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本期内容：1、一周展望里思考题材料：科技板块目前的估值位置以及基金仓位情况。理解基金仓位与股价周期的关系。2、周六梳理的芯片半导体版图逐步被市场认可：PCB、光刻、半导体新材料领涨。3、一体化压铸调整。阶段高位更适合快进快出，趋势股上车方法（去年直播光伏板块案例图文讲解过）。而中线仓位和长线仓位需要不同择时的区间选择。4、保持整体仓位计划。5、新题材TCO玻璃金晶大封单。已经购买直播的朋友查看回放方式XIMI团内的更新下午审核通过查看
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