

一 | 本篇评级为★★★,主要围绕以下内容展开:
1、一月信贷数据,助推力有多大?
2、关税消息,阴转晴?
3、资金,好得很平稳
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新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。
1、算力大回调,什么原因?
上周五,A股市场再次跳水,令部分投资者人心惶惶。 (ECNS) -- The Nicaragua national pavilion was inaugurated on Wednesday in Wuhan, central China's Hubei Province, becoming the first specialty exhibition venue in China authorized by the Nicaraguan Embassy in China to showcase the country's products and culture. The China (Hubei)-Nicaragua Economic and Trade Cooperation Center was also established, aiming to promote bilateral cooperation in areas including agricultural products and new energy. The newly inaugurated pavilion will showcase Nicaragua's distinctive agricultural products, handicrafts, and cultural and tourism resources, providing a convenient channel for high-quality Nicaraguan goods to enter the China market. The newly established cooperation center will provide enterprises from both sides with regular and institutionalized services for economic and trade exchange.
。上证指数直接跌破4000点,科创板和创业板当天双双暴跌超4%。巨震背后,究竟是市场整体见顶的信号,还是内部热点轮转造成的短期阵痛?我们结合周末重要消息一起来梳理。
首先看上周五的领跌方向,首当其冲的是上游算力硬件相关的芯片赛道,半导体整体跌幅超5%。

二 | 其中令许多投资者不解的是,当天一家芯片龙头公司发布上半年财报,净利润增幅超10倍,表现极为炸裂,却未能调动市场热情。资金似乎将其视为“利好出尽”,借财报数据阶段性大量流出、获利了结。当天主力资金也呈流出状态。这说明什么?正如我们此前分析,人工智能上游算力硬件板块基本面并无问题,关键在于前期涨幅过大,投资者人心浮动,稍有风吹草动便容易先卖为敬。该板块若想继续向上,需先经历回踩,才能为中长线上涨打开空间。而打开空间需要催化剂。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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