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5月28日【盘前】反小作文策略：910C、电磁屏蔽；大基金三期3440亿元 超预期，投向重点：（光刻机、光刻胶）、设备、材料、AI芯片、存储；上海限购放松+下调首付比例；券商被罚@A股募资资金使用；传言：国泰君安+海通证券合并；康方生物（H）；云南白药，陈发树退出【负荷聚合商（充电站）；跨境电商；无人驾驶；造纸；航运；固态电池】
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