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本期内容1、场内资金高低切换。看懂股价运行大周期（图1-3）2、在对的周期布局对的标的。该说再见的时候要保持距离。3、光刻机方向调整。（如果明日不能修复）看懂资金意图（图4）4、中芯国际跳水。5、从华为手机订单和华为汽车方向挖掘机会，多是底部异动！6、旅游消费医药方向继续上涨。图1图2图3图4
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