冲高回落，十字星，短线追高要发蒙！各位好。和讯投顾刘金锁表示，今天从指数看，沪指是第一次突 破了3500点，今年以来算的是强势，但是呢我们看到冲高回落，说明了3500点依然存在压力，最终也没 有收上3500点，说明接下来还会围绕3500点来回的震荡。从个股来看，今天个股是分化非常严重的，那 么昨天我们说了，今天的短线有些票是不能追高的，短线有些票今天应该是减仓的动作。今天个股的严 重分化也就说明接下来在3500点这个位置，多空双方必然还会产生这种激烈的争夺。 从几个指数看，今天都算是滞涨信号，接下来短线的明天还是要防止短线的调整。所以在这个位置我们 还要去把个股的战略来去定好，如果你的个股在战略地位的那就是坚定看多为主，不管接下来如何震 荡，我们还是以坚定看多为主。那今天是周三，那如果说按照这个节奏，今天如果冲高回落调整第一 天，那明天呢会调整到第二天，对吧？有些个股明天会收第二根阴线，那快的话明天下午2:50左右，有 些有些票如果再缩量，到达支撑位，并且输出止跌信号，明天下午可以加仓。但是如果慢的话要等到周 五再说，因为有些票可能要调整三天。那么怎么去判断到底能调整的时间长短，就是以看缩量还是放量 调整。如 ...

Group 1 - The stock of China Resources Microelectronics (华润微) has a comprehensive score of 48.03, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 46.50 yuan, with a 5-day main cost of 46.86 yuan and a 20-day main cost of 46.29 yuan [1] - Over the past year, the stock has experienced one instance of hitting the upper limit and no instances of hitting the lower limit [1] Group 2 - The short-term pressure level is at 47.67 yuan, while the short-term support level is at 45.90 yuan [2] - The mid-term pressure level is at 47.79 yuan, and the mid-term support level is at 44.87 yuan [2] - As of July 9, 2025, the net outflow of main funds is 827.99 million yuan, accounting for -7% of the total transaction amount [2] Group 3 - The semiconductor sector has seen a decline of 1.12%, while the industrial internet and semiconductor concept sectors have decreased by 0.26% and 0.83%, respectively [2] - Retail investors have shown a net inflow of 91.93 million yuan, contrasting with the outflow from larger institutional investors [2]

Group 1 - The stock of Shangsheng Electronics (688533) has a comprehensive score of 52.80, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 26.38 CNY, with a 5-day main cost of 26.77 CNY and a 20-day main cost of 26.04 CNY [1] - Over the past year, the stock has experienced one drop limit and no rise limit [1] Group 2 - The short-term pressure level is at 27.35 CNY, while the short-term support level is at 26.40 CNY [2] - The stock price has broken below the short-term support level, suggesting a cautious approach in the short term [2] - On July 9, 2025, the net outflow of main funds was 568.73 million CNY, accounting for 15% of the total transaction amount [2]

Group 1 - The stock of Jinbo Co., Ltd. (688598) has a comprehensive score of 54.84, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 25.15 yuan, with a 5-day main cost of 25.10 yuan, a 20-day main cost of 24.83 yuan, and a 60-day main cost of 24.22 yuan [1] - There have been no instances of the stock hitting the upper limit in the past year, and it has also not hit the lower limit [1] Group 2 - The short-term pressure level is at 25.62 yuan, while the short-term support level is at 24.63 yuan [2] - The mid-term pressure level is also at 25.62 yuan, with a mid-term support level of 22.62 yuan [2] - As of July 9, 2025, the net outflow of main funds is 10.91 million yuan, accounting for -11% of the total transaction amount [2] Group 3 - The stock has seen a net outflow of 3.35 million yuan from large orders and 7.56 million yuan from big orders, while retail investors have seen a net inflow of 53,600 yuan [2] - Related industry sectors such as photovoltaic equipment, solid-state batteries, lithium batteries, and new materials have experienced slight declines of -0.14%, -0.94%, -0.60%, and -0.86% respectively [2]

Group 1 - The stock of Eddie Pharmaceutical (688488) has a comprehensive score of 55.22, indicating a strong performance [1] - The main cost analysis shows the following prices: 14.02 CNY (current), 14.26 CNY (5-day), 13.90 CNY (20-day), and 12.59 CNY (60-day) [1] - There have been no instances of the stock hitting the upper or lower limits in the past year [1] Group 2 - The short-term resistance level is at 14.50 CNY, while the short-term support level is at 14.15 CNY [2] - The stock price has broken below the short-term support level, suggesting a cautious approach for short-term investors [2] - The K-line pattern indicates a potential turning point, with a focus on whether the price is at a top or bottom [2] Group 3 - On July 9, 2025, the net outflow of main funds was 15.67 thousand CNY, accounting for 0% of the total transaction amount [2] - There was a net inflow of 85.10 thousand CNY from large orders, while there was a net outflow of 100.77 thousand CNY from larger orders [2] - Retail investors experienced a net outflow of 273.52 thousand CNY [2] Group 4 - Related industry sectors showed slight declines: Biopharmaceuticals -0.08%, Virus Prevention -0.37%, and Exclusive Drugs -0.23%, while Innovative Drugs increased by 0.24% [2]

Group 1 - The stock of Rejing Bio (688068) has a strong overall score of 63.80 as of July 9, 2025, indicating a positive outlook [1][2] - The main cost analysis shows the current main cost at 184.00 yuan, with a 5-day average of 179.53 yuan, a 20-day average of 152.13 yuan, and a 60-day average of 133.13 yuan [1][2] - The stock has experienced 3 instances of hitting the upper limit and no instances of hitting the lower limit in the past year [1] Group 2 - The short-term resistance level is at 194.81 yuan, while the short-term support level is at 147.07 yuan [2] - The market trend is currently unclear, with a wait-and-see approach for the main funds to choose a direction [2] - The K-line pattern indicates a bullish outlook with a "solid bullish line" [2] Group 3 - On July 9, 2025, the net inflow of main funds was 64.97 million yuan, accounting for 9% of the total transaction volume [2][3] - The breakdown of fund inflows includes a net inflow of 50.48 million yuan from large orders and 14.49 million yuan from medium orders, while retail investors saw a net outflow of 2.33 million yuan [2][3] - The financial data shows an earnings per share of -0.26 yuan, an operating profit of -0.24 billion yuan, and a net profit of -24,566,770.04 yuan, with a sales gross margin of 47.268% [2][3] Group 4 - The stock is associated with sectors such as medical devices (0.01%), food safety (-0.09%), national security (-0.28%), and in vitro diagnostics (-0.16%) [2][3]

Market Performance - The market showed positive performance, reaching a short-term new high with a recovery in trading volume [1] - Despite previous concerns about a potential pullback to 3430 points, the market opted for an upward movement [1] Market Indicators - The sustainability of the upward trend will be assessed through two main indicators: the potential divergence after new highs and the market temperature recovery [1] - A divergence would indicate a possible short-term adjustment, but it cannot be assumed until a divergence is confirmed [1] - The market temperature, which had dropped below 30 degrees for three consecutive days, needs to recover by staying above 30 degrees for three days to eliminate short-term adjustment possibilities [1] Sector Performance - Sector rotation is occurring rapidly, with notable performances in PCB and anti-involution concepts like solar energy and steel [2] - There is a trend of PCB speculation shifting towards midstream and upstream sectors, such as electronic cloth and fiberglass [2] - The focus should also be on previously strong sectors like digital currency, military, and batteries, which are still active despite dropping off the hot list [2] Securities Sector - The securities sector played a significant role in the index's strength, but its performance has been relatively weak in this round [2] - The short-term high point for the securities sector is critical, as the index has surpassed it while the sector has not [2] - Close monitoring of the securities sector is necessary in the coming days to assess its performance and potential movements [2]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称 "湘财","每日互动","万丰奥威","雄帝","恒宝" 板块名称 "PCB元器件","CPO","消费电子","创新药","游戏","光伏","新能源电池","金融","银行","证 券","电力","黄金稀土","战略资源","数字货币支付概念","军工" 个股操作、股指波动、板块轮动 看多看空 虽然沪指冲高到3500后需要多方蓄势，在3400 - 3500波动，但文中明确表示个股依然做 多不变，可将每次回调当作机会做多个股，且多个板块有表现机会，鼓励精选个股操作，所以整 体看多。 局部多头强，如何把握？（25.7.8午评） 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。 （原标题：局部多头强，如何把握？） 文操胜券8周年庆，本周二、三、五下午14点20有盘中答疑直播福利。老文此前预 ...

Group 1 - The article highlights the impact of Trump's tariff policy, which will impose a maximum 40% tariff on 14 countries including Japan, indicating a tough stance in trade negotiations [1] - The market is experiencing fluctuations but is making gradual progress near the 3500-point mark, with a potential for a small upward trend in July [1][3] - Technology stocks are showing strong performance due to favorable half-year reports, suggesting a positive outlook for this sector [1][3] Group 2 - The upcoming significant meeting at the end of July may lead to regulatory adjustments that could benefit sectors like solar energy and new energy [1][3] - The overall market sentiment remains optimistic, with several sectors, including stablecoins and electricity, not showing signs of weakness [1][3] - Investors are advised to hold onto their stocks and wait for price dips rather than chasing high prices [1][3]

Core Viewpoint - The market is currently testing the 3500-point level on the Shanghai Composite Index, with the potential for a breakout depending on the conditions met for a sustained upward trend [1] Market Performance - The Shanghai Composite Index closed with a 0.7% gain, approaching the 3500-point mark again [1] - After a previous high and subsequent pullback, the market has shown resilience, maintaining a small upward trend above the 5-day moving average [1] Conditions for Breakout - A successful breakout above 3500 points requires not just a brief surge but an accelerated rally followed by a confirmation pullback [1] - If the index fails to show an accelerated trend and instead retraces below the 5-day line, it may indicate a return to previous trading ranges, leading to potential minor corrections or fluctuations [1] Comparison with Other Indices - The Shenzhen Component Index has shown different behavior, having previously dipped below the 5-day line but rebounding strongly, indicating a need for confirmation of its upward movement [1] - The Shenzhen index is currently in a central trading range and requires a pullback confirmation to validate its upward trajectory [1] Trading Strategy - Caution is advised in trading; during upward movements, it is recommended not to chase prices aggressively until a confirmation of the upward trend is established [1] - If a pullback occurs at high levels, it may lead to buying at short-term peaks, which should be avoided [1]