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本期内容：1、昨天收盘港股半导体异动，引发芯片板块高开，操作建议见早评。2、上涨板块逻辑分析！主意需要跟踪的不同指标。3、深刻理解长线的成长逻辑才能拥抱企业的未来。4、周一疫情药霸屏、周二只剩布洛芬、周三布洛芬分化。5、日内持仓分时图文案例。6、仓位配置。7、不同角度持股的注意事项以及持股逻辑。图1 高开 活动仓 反T 汽车芯片图2 高开没来得及高抛，无量下杀 先低吸等待 正T 高抛机会 Soc芯片图3 冲高 高抛活动仓等待回落低吸反T 机会 符合预期符合预期
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