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7月2日【盘前】央妈打儿子：10Y国债收益锚2.25%；钱太少，穷亲戚太多；懂王预期，新能源跌；改革主线：电力、财税、土地、教育半导体复苏；芯原股份；泸州老窖；造车新势力6月超预期；日元、欧元；科技线：AI、消费电子；长鑫科技：高端存储、HBM【金改、土改；消费电子；人形机器人；稀土；半年报；锦浪科技；应急管理：辰安科技】
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