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本期内容：1、短资主导，波段行情，注意阶段兑现避免回撤。2、风险提示验证：北证停牌标的复盘大跌带跌北交所。3、风险提示验证：整车龙头与汽车零部件指数点评。图1-24、机会方向：拼多多概念、短剧、消费持续走强。 光模块、算力、数据要素、存储芯片点评。5、大跌日逆市复盘选股要点。图1 汽车 图2 汽车零部件
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