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今日股市 | 薪伊谈股票投资

20230703股市收评:底部业绩赛道顺周期上涨vs高位AI大跌。板块情绪周期点评

03 Jul 2023

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本期内容:1、底部业绩赛道vs高位AI大跌(甄别真破位假破位,带好防守)2、左侧短期套利AI要选有业绩增长预期+盘中多头资金。不可盲目重仓抄底高位品种。3、业绩+图形,板块内个股同比去观察跟随趋势:风电、民爆4、布局底部业绩增长预期要注意市场板块周期+图形异动+时间事件节点。5、加薪圈解禁公告解读。6、顺周期板块上涨。优选中报业绩预增机会品种。7、复盘下跌榜和大资金流出榜。高位介入的品种必须带好出局。

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