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本期内容1：1、指数简评2、板块点评：军工、光刻胶、存储芯片、光模块光芯片、汽车零部件、算力、整车3、一周展望：机会板块逻辑和择股择时技术：机器人。4、加薪粉择股交流。5、消费板块回踩点评。6、按照投资计划、跟随趋势、做好接下来一两周仓位计划。图1图2
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