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大家好，我是萌萌，今天是2022年10月31号，星期一，欢迎来到A股作业帮。弱势行情，向上总是不及，向下总是超预期。在这种行情之下，要么就极大的降低仓位，要么就跟踪主线题材，追求主线题材的确定性和延续性。其他非主线题材，即使市场反弹，它们也很难反弹，不在主线板块上的票，即使有反抽，在实际操作中，对节奏的把握恐怕也会更高。软件股今天集体高潮，之前几天还集中在几个核心软件股上，今天发散了，只要是软件，就涨。
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