（原标题：和讯投顾易雄：如何快速识别主线板块） 把这四个维度串起来，其实就是从 "资金集中度"（涨停家数）、"资金凝聚力"（联动效应）、"资金认 可度"（次日溢价）、"资金锚点稳定性"（龙头表现）四个角度，立体判断板块强度。比如之前的稀土 板块，涨停家数持续增加，龙头封板后跟风快速跟进，次日核心股溢价超 5 个点，龙头连续 3 天稳居榜 首，这四个信号同时满足，自然成了市场主线。? 分享的这 4 个实战工具，其实是把大资金追捧的 "强度" 拆解成了可量化、可追踪的具体信号，掌握了 这套体系，就能在板块轮动中快速锁定主线。? 记住，这些工具不是孤立的，要结合情绪周期综合判断。在情绪启动期，涨停家数和联动效应是重点； 在情绪高潮期，次日溢价和龙头稳定性更关键。掌握了这套方法，就能在板块刚冒头时识别机会，在退 潮前及时抽身，让短线操作有章可循。? 先看涨停家数，这是板块强度最直观的 "体温计"。单日 5 家以上涨停只是入门信号，更关键的是 "横向 比多少，纵向看变化"。比如某天稀土板块涨停 12 家，而其他板块最多 5 家，横向对比就能确定它是当 日焦点；纵向看，如果前一天涨停 3 家，今天 12 家，就是明显的加 ...

Core Viewpoint - The market experienced a planned "rhythm adjustment" with a drop of over 40 points, primarily driven by the banking sector's actions, indicating a strategic move to stabilize market momentum rather than a sign of a market peak [1][1][1] Group 1: Market Dynamics - The banking sector initially showed strong performance, pushing the index above 3550 points, but faced selling pressure as retail investors increased their buying enthusiasm, leading to a necessary correction [1][1] - The main strategy observed is a "high-low switch," where large-cap stocks that had previously risen significantly are undergoing a correction, while small-cap stocks are gaining attention from funds, aiming to balance the market and maintain activity [1][1][1] Group 2: Future Outlook - The upcoming week is expected to see continued adjustments, with a focus on the "high-low switch" strategy, suggesting that investors should avoid overbought large-cap stocks while considering small-cap stocks with solid fundamentals and potential for recovery [1][1] - The message emphasizes that in a structural bull market, fluctuations are normal and should be viewed as opportunities to position for future gains, rather than signals of a market top [1][1][1]

（原标题：和讯投顾齐俊强：拉指数不赚钱？） 指数回到 3500 点，不少朋友却发现账户资金没跟上，甚至还亏着 —— 这事儿不奇怪，因为现在的指数 上涨，本质是一场 "先搭台、后唱戏" 的阳谋，背后藏着资金撬动牛市的底层逻辑。? 先说说为啥指数涨了钱没回来。咱们的指数是 "权重说了算"，银行、保险、石油、券商这些大盘股， 市值占比高，稍微拉一拉就能带动指数飙升。比如某队拉中石油涨停，可能直接让指数涨 20 个点，但 大多数散户手里捏的是中小题材股 —— 这些票在行情初期往往是 "陪跑者"，权重股吸血式上涨时，资 金还没轮到它们，自然就出现 "指数狂欢，账户冷清" 的情况。? 再看某队强拉指数的核心目的：用最小的力气撬动最大的场外资金。牛市的本质是 "资金堆出来的"， 但场外资金有个特点：不见兔子不撒鹰。如果指数一直在 3300 点晃悠，大家会觉得 "还是熊市"，钱攥 在手里不敢进；但拉到 3500 点，再往 3700、4000 点冲，市场就会喊 "牛市来了"，观望的资金就会忍 不住入场。这就像开演唱会，先让明星上台热场，观众才会陆续进场坐满，不然场子冷清清的，谁愿意 来？? 所以在场内的朋友别着急，现在的 "不 ...

医药行业的 "卷" 则带有特殊性，更多由行政手段推动。集采政策让药品价格大幅下降，短期内压缩了 企业利润，也迫使行业从 "仿制药躺赚" 转向 "创新药突围"。近期创新药板块的异动，底层逻辑正是 "反内卷"—— 企业不再依赖低水平仿制，而是通过原研药研发、全球多中心临床试验等方式，向高附 加值领域进军，这恰恰契合 "高质量发展" 的要求。当创新药企业的研发管线取得突破、海外市场逐步 打开，其估值逻辑就从 "成本压缩" 转向 "成长扩容"，自然能吸引资金关注。? 更深层次看，"反内卷" 的本质是中国经济跨越中等收入陷阱的必然选择。过去我们凭借低成本优势为 全球提供廉价产品，虽然支撑了经济增长，但也让部分行业陷入低利润的内卷循环，甚至成为全球通胀 低迷的 "贡献者"。而 "高质量发展" 的核心，就是让产业从 "量的积累" 转向 "质的飞跃"：通过技术创 新提升产品附加值，通过品牌建设摆脱低价依赖，通过产业升级占据全球价值链的中高端。? 资金对这类板块的追捧，正是预判它们能在这一进程中率先突围。比如创新药企业通过自主研发打破海 外垄断，光伏企业凭借高效电池技术抢占全球高端市场，钢铁企业向航空航天用特种钢材转型 —— ...

更绝的是，这时候利好消息跟不要钱似的往外冒："公司接大单啦""产品卖爆啦"，八成都是主力放出来 的 "托儿" 消息，就像直播带货时旁边喊 "买它" 的托，目的就是撩拨散户的贪念。等散户们热血上头往 里冲，主力就开始悄悄出货了 —— 毕竟他们忙活半天，可不是来给散户抬轿的。? （原标题：和讯投顾邹同树：主力玩的全是心理战？） 说到底，主力玩的全是心理战。咱们与其整天琢磨着跟庄喝汤，不如多练脑子 —— 市场里最值钱的不 是哪只票的代码，而是你能不能看透这些套路。就像风筝飞得再高，线还在自己手里，握紧自己的判 断，才不会被主力牵着鼻子走。老铁们，记住了，保住本金、稳住心态，比啥都强！ 先说主力 "偷偷囤货" 的阶段，成交量却悄悄变多，跟蚂蚁搬家似的一点点往兜里塞。为啥？他们在等 筹码够数呢！就像咱们包饺子，馅儿没调够，能下锅吗？肯定不能啊。这时候主力最怕啥？怕散户看出 来跟着抢，所以故意让价格趴着，就等不知情的散户嫌慢卖掉，他们好趁机捡便宜。? 等货囤得差不多了，好戏就来了 —— 洗盘。这环节跟导演拍恐怖片似的，盘中冷不丁给你来根大阴 线，K 线图上看着就吓人，散户一瞅："完犊子，要崩了！" 手忙脚乱就割肉跑。其实 ...

Core Viewpoint - The company, Di'er Laser, is a leader in the domestic laser equipment sector, particularly in the photovoltaic (PV) field, and is expanding into advanced packaging and high-end display panels [1][2]. Group 1: Photovoltaic Sector - Di'er Laser is the first company globally to introduce laser technology into the photovoltaic industry, pioneering laser transfer technology that reduces HJT costs [1]. - The company holds a 100% market share in orders from leading manufacturers in the BC battery technology path, with a significant order of 1.229 billion yuan expected in 2024 [1]. - As photovoltaic technology evolves, the value of its laser equipment is increasing, leading to continuous record-breaking performance, with a 23.8% year-on-year increase in non-recurring profit in Q1 2025, significantly outperforming competitors [1][2]. Group 2: Advanced Packaging and High-End Display Panels - In the advanced packaging sector, Di'er Laser has completed the shipment of panel-level glass substrate through-hole equipment [1]. - In the high-end display panel sector, the company is in the prototype verification stage for laser mass transfer equipment [1]. - The company is positioned to lead the technological iteration of domestic laser equipment, with promising growth prospects in both advanced packaging and high-end display panel markets [2].

Group 1 - The market experienced a significant short-term peak, indicated by a long upper shadow on the candlestick chart and high trading volume, suggesting a potential reversal [1] - The upward movement was primarily driven by bank stocks, which also contributed to the market's decline [1] - The market is expected to undergo a small correction, with the possibility of maintaining a strong upward trend in the medium term [2] Group 2 - The adjustment phase is anticipated to occur after reaching a high of 3555, with the potential for strong support around the yellow central zone [2] - If the index breaks below 3490, there is further support from the red central zone, indicating that there is no need for immediate concern [2] - The overall outlook remains positive for the index, with short-term corrections expected but a medium-term upward direction still in place [2]

Group 1 - A-shares have broken through the 3500-point mark, a level not seen since January 24, 2022, indicating a potential bull market phase [1][2] - Historically, A-shares have only broken through 3500 points from the bottom four times, with the previous three occurrences being in bull markets [1] - The real estate sector is showing signs of recovery, driven by rumors of solutions to real estate issues, which may support market sentiment [1][2] Group 2 - Supply-side reforms are crucial in addressing internal competition, which will impact domestic demand and technological innovation [1] - The technology sector is experiencing positive changes, with companies like Zhiyuan Robotics planning a reverse merger and Changxin Storage starting its listing guidance, potentially boosting the industry chain and market risk appetite [1] - Recent news includes a 2% increase in pension for retirees and several companies releasing impressive earnings forecasts, indicating positive economic signals [1]

今日多公司发布重要公告。塞力医疗（维权）旗下联营企业治疗性降压疫苗项目试验、上纬新材股份协 议转让、国投中鲁重大资产重组均存在不确定性。中国重工（维权）上半年净利同比预增182% - 238%；华光环能未发现对股价有重大影响的报道及传闻。减持方面，真视通股东拟合计减持5.96%公司 股份；利民股份、万通发展（维权）等多家公司股东拟减持不超3%公司股份；海波重科控股股东等拟 合计减持不超2.95%；药石科技员工持股平台拟减持不超2.72%；网宿科技等多家公司股东拟减持比例 不超2%；信隆健康等多家公司股东拟减持不超1%。 股票名称["塞力医疗","上纬新材","国投中鲁","中国重工","华光环能","真视通","利民股份","万通发 展","中创股份","三元生物","德方纳米","海波重科","药石科技","网宿科技","易华录","信隆健 康","金风科技","碧兴物联（维权）","保税科技","华阳国际"] 板块名称["A股"] 减持、项目不确定性、净利预增 看多看空（看空）多家公司存在项目不确定性和股东减持情况，虽有公司净利预增但整体减持影 响偏负面，所以看空A股。 和讯自选股写手 风险提示：以上内容 ...

Group 1 - The A-share market experienced significant volatility, with a peak increase of 45 points that was later erased, resulting in the longest upper shadow line of the year, indicating uncertainty in market direction [1] - The analysis suggests that the three main driving forces for the market remain intact: U.S. monetary easing, potential relaxation in the domestic real estate sector, and declining interest rates [2][3] - The domestic real estate sector is expected to see a positive impact from potential policy relaxations, which could stabilize the market and benefit related stocks [2][3] Group 2 - The recent adjustment in the banking sector, which saw a decline of 1.91%, was a significant factor in the market's volatility, but the long-term outlook remains positive due to supportive policies for insurance companies [3][4] - New regulations for insurance companies allow for a longer evaluation period of 3 to 5 years, reducing the pressure to achieve short-term performance and encouraging long-term investments in the A-share market [4][6] - The potential increase in insurance funds' investment in the A-share market could lead to an influx of approximately 3.5 trillion yuan, significantly stabilizing the market [7][8]