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本期内容：1、数字经济行情向其他板块发散。2、大金、宁德 观察资金切换。石油、中字头指数行情，跟随趋势。3、中船 航母基础设备领涨。4、谨慎参与短期涨幅过大破位之后的反抽。5、理解企业行业现行周期，在正确的预期下制定操作计划：猪肉、半导体设备周期互动话题：仓位布局的时候你更侧重安全性还是高风险高收益攻击性？
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