（原标题：和讯投顾何兵：修复失败，明天还有地天） 有惊无险，银行又收回来了，银行还是打不死的小强。既然银行收回来了，盘面就怎么样？和讯投顾何兵表示，没啥问题。微盘股还在反包，今 天亮点在短线是吧？恒宝新高了，南华和金石又是左右护法，涨停反包了。天龙怎么样？换了一下人按到水下换成谁的？换成东信了。全部怎么 样？6亿在操盘，就在怎么样？就在我们的数字里面，几个高位的趋势里面怎么样？打斗地主打地主，是吧？今天换个地鼠，明天换个地鼠是吧？ 然后我们昨天的这个6个3板进了4个，我今天早上盘前策略我也讲了，至少晋级一半，今天晋级到4个，是吧？只要昨天的三板能上车的全部给我 上车，今天都是板砸。至于说那个反核的啊反核的说实话，昨天给了你们一个连环啊内部小树林给了个森林，说实话今天都没有大长腿，都是小 腿，现在我发现资金太聪明了，都开始抢筹了，就没有跌停板的机会的，直接给你抢到-1抢到-2，森林直接抢到两个点，是吧？森林直接抢到两 个点，直接反包了。 昨天下午尾盘的时候也也跟他们说了，森林你想拿先手可以拿先手，是吧？那今天就直接反包了，然后其他的还有一个小马，亚麻跌，亚麻跌也 是我们的一个反核标的是吧？今天有部分朋友-5干了 ...

（原标题：和讯投顾王海洋：A股连续跳水震荡，空军演戏还是突破前的清洗？） 大盘盘中连续跳水，指数见顶了吗？和讯投顾王海洋分析，我们可以看到近期指数到了3500点附近， 啊、连续滞涨，k线已经出现了3个k线，4个k线，没有实质性的拓展糕点。那么大盘在近两个交易日内 反复的跳水，回拉那么昨天跳水力度比较比较大，今天盘中下午又做了一个小跳水，那么下午目前是收 回收新的状态，但是我们可以看到今天的盘面是一个缩量，量能很明显的萎缩了。那么这个地方我们说 要么大盘把量快速缩下来，一调整的目的就是为了缩量，那么不能不能攻击不能突破，那就需要缩量再 攻。 具体的我们切换指数来看，上证指数在这个地方冲高回落，啊抛压砸下来以后，整个市场连续调整了4 天。那么昨天的盘面啊上证指数跳水，但其他指数是突破的。那么今天的盘面上证指数再次震荡缩心， 而同时啊科创板收了一个上行线，如果单从上证去看的话，确实这个 k线这个图形看着非常难看，但是 从其他的指数看，目前上证是属于涨的最多的，也是最靠近这个前高啊10月份10月份的这个压力的。所 以说目前的上证啊它是阻力，已经遇到阻力，它可能是在等这个其他的指数像科创板，深圳创业板他们 和10月8号 ...

7月13日，三名自称宗庆后非婚生子女的当事人，分别为宗继昌（Jackey Zong）、宗婕莉（Jessie Zong）和宗继盛（Jerry Zong）向香港及杭州法院提起诉讼，要求分割宗庆后承诺的21亿美元信托资产 及娃哈哈集团29.4%的股权（估值超200亿元）。 其实，杭州坊间关于"私生子"的传闻已经流传多年，却始终无人现身。直到今天，利益的天平晃动，这 场百亿遗产争夺案才曝光在公众视野。 （原标题：娃哈哈遗产大战，谁是正"宗"？） 管理团队换血，主动辞职，关闭多家分厂生产线......在宗庆后去世的这一年多，娃哈哈董事长这个位 子，宗馥莉坐得并不容易。 宗庆后背后的女人 从法律层面来看，三名"宗姓子女"想要与宗馥莉分割遗产，存在一个事实前提：证实与宗庆后的亲子关 系。 据北京德和衡律师事务所高级权益合伙人陈焘介绍，《民法典》第1084条规定非婚生子女享有与婚生子 女同等的权利，也可以继承生父母的遗产，但需通过亲子关系确认程序证明血缘关系，并遵循法定继承 规则主张权利。 目前，根据案件最新消息，三人已向法院申请调取宗庆后生前血液样本进行DNA鉴定，预计鉴定结果 最快在今年9月公布。 除了三位首度出现在公众 ...

在市场认可度上，合肥科威尔电源已经在多个行业中得到了广泛应用，积累了良好的口碑。许多企业和 客户对其产品的性能和质量给予了高度评价。在汽车行业，它也逐渐崭露头角，为车辆的电子系统提供 了可靠的电力支持。 那么，合肥科威尔电源与车辆使用有哪些关联呢？首先，在电动汽车领域，它可以作为电池充电系统的 重要组成部分。高效稳定的电源能够加快电池的充电速度，同时保证充电过程的安全性，延长电池的使 用寿命。例如，在快速充电桩中，合肥科威尔电源能够提供高功率、稳定的输出，让电动汽车在短时间 内完成充电。 合肥科威尔电源是电源行业中备受关注的产品，它的相关情况对多个领域都有着重要影响，尤其在车辆 使用方面。 从技术实力来看，合肥科威尔电源在研发上投入了大量资源，拥有先进的技术团队和研发设施。其采用 了高效的电力转换技术，能够将输入的电能进行精准、稳定的转换，输出符合特定需求的电源。在稳定 性方面表现出色，通过了严格的质量检测和可靠性测试，能够在不同的环境条件下持续稳定地工作。这 得益于其先进的散热设计和电路保护机制，有效避免了因过热或短路等问题导致的电源故障。 其次，对于传统燃油汽车，车辆内部的各种电子设备，如仪表盘、音响系统 ...

Group 1 - The core viewpoint indicates that the market is currently in a period of emotional retreat, with the Shanghai Composite Index adjusting by 0.42%, while the Shenzhen Component and ChiNext increased by 0.56% and 1.73% respectively, highlighting strong performance in the technology sector [1] - The strategy of allocating more to technology and less to finance has proven effective, as evidenced by the positive feedback from the market [1] - The banking sector is experiencing significant volatility, with a noted decline of 1%, which has not led to a broad-based profit effect across other sectors, indicating a lack of strong alternatives to banking [1] Group 2 - The article emphasizes that the market above 3500 points is challenging due to increased differentiation among sectors, making stock selection more critical [1] - There is a shift towards value investing, with a recognition that the quality of companies is essential for investment decisions, contrasting with previous dismissals of value investment [1] - The rapid rotation among sectors is noted, with leading companies in technology, such as AI and optical communication, achieving new highs, suggesting a trend of strong performance in specific tech segments [1]

Group 1 - The core viewpoint is that Stone Technology has transformed from an OEM for Xiaomi to a leading brand in the global robotic vacuum cleaner industry, with significant revenue growth and a strong gross margin [1][2] - The company's revenue increased from 183 million yuan in 2016 to 11.945 billion yuan in 2024, with a long-term gross margin exceeding 50% [1][2] - In Q1 2025, the company reported an 86% year-on-year revenue increase, although net profit declined by 29.3% due to rising R&D and sales expenses [1][2] Group 2 - The company has passed the H-share listing proposal, which will support its globalization efforts [1][2] - There is significant potential for increased penetration of robotic vacuum cleaners in the market, and the company has advantages in its R&D and technical teams [1][2] - The diversification of the company's business is growing rapidly, with new growth points in floor washing machines and washing machines [1][2]

Group 1 - The core viewpoint is that Haiyou New Materials is successfully expanding its non-photovoltaic film business amidst a challenging photovoltaic industry, showing significant growth in revenue and profit margins [1][2] - In 2024, the revenue from non-photovoltaic film business reached 20.66 million yuan, representing a year-on-year increase of 504.52%, with a gross margin of 28.22% [1] - The company's core product, PDCLC dimming film, has been adopted in the Zhiji L6 vehicle, making it the world's first mass producer of dark liquid crystal dimming film [1] Group 2 - The dimming film has high heat insulation efficiency, low cost, and fast response time, with potential penetration into vehicles priced below 200,000 yuan [1] - The global dimming film market is expected to reach 10 billion dollars by 2030, indicating substantial market potential [1] - The company has also entered mass production of dimming films for home decoration and has completed self-research on PVBF film, while its high-end leather technology for automotive applications is globally unique and has achieved stable supply [1]

和讯自选股写手 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 AI算力，大放异彩！ 今日AI算力表现亮眼，光模块三巨头新易盛、中际、天孚纷纷暴涨。关注重点聚焦光芯片和PCB，此前 分享的仕佳光子、胜宏、鼎泰高科等相关个股表现良好，光芯片自6月18日分享后相关股创新高，PCB 自7月1日分享后多股创新高。今日盘面一度AI算力独大，银行头部与微盘股尾部走弱，若此趋势延 续，中大盘股后续发挥空间或更大。8月资金大概率围绕确定性布局，超跌方向轮动反弹，趋势成长方 向分歧后有望加强。建议继续关注AI算力、创新药等业绩预期好的方向，低位注意基本面改善方向。 投资有风险，需谨慎。 MACD金叉信号形成，这些股涨势不错！ 股票名称["新易盛","中际","天孚","仕佳光子","胜宏","鼎泰高科","深南电路","博创"," ...

Group 1 - The current market is exhibiting a "low-level rotation rally" characteristic, indicating an overall increase in market valuation, with opportunities for various sectors, including those that have been stagnant for a long time, such as lithium and liquor [1] - The market strategy appears to focus on creating sectors that attract media attention to draw in outside capital, which is particularly evident in a bull market where adjustments occur through daily increases and turnover rather than declines [1] - The market is currently less than 200 points away from the 3674-point level, and a breakthrough of this level could lead to increased inflow of outside capital, facilitating a smoother upward trend without significant adjustments [1] Group 2 - The current market environment offers numerous opportunities for investors, especially short-term investors, as the rotation characteristic makes it difficult to incur losses if the market rhythm is well-timed [2] - Investors are advised to remain cautious and avoid blindly chasing high prices, while focusing on the overall market trend and sector rotation [2] - Overall, the market trend is upward, with low-level sectors experiencing rotation and adjustments occurring through sustained increases and turnover [2]

Group 1 - The core idea emphasizes the importance of patience and strategic decision-making in trading, advocating for a "lying win" mentality to avoid unnecessary losses [1][2] - Investors are advised to refrain from trading when the market trend is downward, as entering during such times is akin to catching falling knives [1] - It is recommended to avoid trading when positive news has already been priced in, as this often indicates that major players are looking for someone to take over their positions [1] - The article suggests that when market sentiment is overly euphoric, it is likely nearing a peak, and investors should remain calm and not be swayed by the prevailing emotions [1] Group 2 - The concept of "being in cash is a profit mindset" is highlighted, where maintaining cash reserves protects capital and allows for future investment opportunities [2] - It is noted that successful traders spend 80% of their time observing and waiting, and only 20% executing precise trades, emphasizing the importance of stability and accuracy over busyness [2] - The article concludes that waiting in cash is the first step for retail investors to advance in their trading journey [2]