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本期内容:1、市场情绪逐渐稳定。3月基金风格便宜追高AI,浮亏已现。2、DDE当日资金流出榜:高位AI和中特估。3、加薪圈:20230519存储行业跟踪更新。同板块内新生代想象力>老牌龙头4、FPGA、军工、医药、医美板块点评。5、散户情绪与股价的负相关。人性:顶部看不到风险,底部看不到希望;图1图2图3
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