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5月29日【盘前】高善文演讲：①房价估值、房企流动性；②长期利率下行，买高股息股票；③出海；英伟达；今年平均股价-15%；地产降首付降利率；襄阳轴承实控人被判无期，跟民生信托、三环集团有关；维信诺550亿建AMOLED产线，面板利空【超级红利策略；新能源供给侧；电力涨价；芯片半导体国产化率低的（设备、材料）；液冷；卫星互联网；小金属】
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