周二市场小幅回暖,两市成交1.14万亿元左右,超6成个股红盘,沪指短期均线失而复得。珠宝首饰等新消费攀升,数字货币等板块活跃,汽车等板块分歧加大。情绪端因新老龙头强势表现缓解压力,6月新抱团、新方向将逐渐形成。技术上,大盘小幅低开后红盘震荡小涨,3大指数重新站上5日线,多头略占上风但向上攻击力不足。综合看,市场有企稳迹象但仍处低位震荡。近期关注向下回补缺口或向上走强两种情况。操作上建议轻仓重个股,本月仓位控制在三成内,等待大机会。
股票名称 ["舒泰神","中毅达","王子新材","华森制药","雄帝科技","拉卡拉","恒宝股份","海联金汇","永悦科技","海格通信","成飞集成","莱赛激光","大宏立","睿智医药","冠昊生物","北陆药业","华纳药厂","曼卡龙","创源股份"]板块名称 ["珠宝首饰","医美","宠物","食品饮料","盲盒","数字货币","多元金融","创新药","纺织","航天","汽车","可控核聚变","新零售","医药","稳定币","无人机","军工","无人物流","机器人","稀土","固态电池","足球","AI","光刻胶","快递物流"] 创新药、分歧抱团、市场震荡看多看空 文中提到市场有一些企稳迹象,若向下回落回补缺口可能形成底部结构完成筑底并向上转折,若走强放量站上关键日线也将宣布调整结束迎来上涨周期,因此继续看多做多。
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