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]

（原标题：和讯投顾徐梦婧：量价齐升有效突破？还有隐藏利好？） 我们的控盘队实在是太厉害了，就差0.1一个点到达3500，今天盘面又创新高了，那如何看待今天的大 盘？和讯投顾徐梦婧表示，首先第一点，今天市场这一波对前高的突破是不是有效突破？明确观点就是 有效突破，因为量价齐升。今儿中午的时候咱就聊过，下午只要不缩量就行，没想到人家今天下午又放 了2000多亿，而且跟上周周五的新高不一样，上周周五是涨指数不涨涨个股，今天指数和个股一块上 涨，所以今天是情绪量能板块和资金全部到位，有效突破。 那第二点，昨天晚上美对其他国家的关税已经开始公布了，但是昨天晚上美股大跌，今天A股居然无视 美股的影响，港股期指A股同时上涨，可能在这里我们宏观层面会不会有什么我们所不知道的利好，明 天要公布6月份的cpi ppi数据了，是不是？在这里大家可以期待一下。第三点，我们来看一下今天板块 层面上，上涨的板块全部都是跟反内卷相关的，那明天早上大家要关注一下，这个会可能对于相关的反 内卷板块有持续性的消息刺激。我们昨晚跟各位说了，今天创业板退一进二，今天要反弹，而且今天情 绪和赚钱效应也会得到修复，说的还是不错的，同时也昨天提示各位电力 ...

Group 1 - The core viewpoint of the articles highlights the recent surge in polysilicon futures prices, with the main contract closing at 38,385 yuan/ton, reflecting a nearly 15% increase for the month of July [1] - The organic silicon sector in the A-share market has also shown a significant upward trend, with an overall increase of over 8% in June and a daily increase of 1.91% [1] - The recent price movements in polysilicon are attributed to the market's focus on the "anti-involution" theme, particularly following the Central Financial Committee's meeting on July 1, which emphasized the need to regulate low-price competition in the industry [1][2] Group 2 - The first surge in polysilicon futures was driven by macro-level signals regarding "anti-involution," while the second surge was more influenced by short-term market news, including reports of manufacturers planning to raise spot prices [2] - Current spot prices for polysilicon are stable at 40 yuan/kg, with expectations of an increase to 45 yuan/kg, which has attracted significant investment into polysilicon-related assets [2] - In the first five months of this year, new photovoltaic installations reached 197.85 GW, a year-on-year increase of nearly 150%, with May alone seeing a staggering 388% increase compared to the previous year [2] Group 3 - As of now, the monthly production of polysilicon is stable at 90,000 to 100,000 tons, with social inventory at 270,000 tons, indicating a high inventory pressure that may suppress prices [3] - Future price trends for polysilicon will depend on the implementation of industry consolidation policies and changes in downstream demand [3] - The main enterprises estimate that polysilicon prices should be above 39,000 to 40,000 yuan/ton based on full cost calculations, reinforcing market expectations for a "minimum spot price" [3]

Market Overview - The market has absorbed the previous week's upper shadow line, indicating that short-term technical concerns have been alleviated, with trading volume increasing to 567.5 billion, slightly above last Friday's 560.72 billion [1] - The overall market direction is supported by policy and capital, suggesting a long-term positive trend while short-term fluctuations present buying opportunities [1] Industry Insights - The Ministry of Industry and Information Technology's comprehensive rectification against "involution" has notably targeted the photovoltaic industry, which has shown signs of recovery after a recent dip [2] - Other previously low-performing sectors, such as real estate and battery industries, are experiencing a rebound, indicating a rotation among sectors [2] - Positive market reactions are observed in sectors with favorable policy expectations, such as the electricity sector, which reported a growth in overall market load in June [2] Investment Strategy - The fundamental logic remains unchanged, with a recommendation to maintain a 50-70% position in core holdings while using the remaining 30% to focus on specific hot sectors and leading companies [2]

Group 1 - The core viewpoint emphasizes the importance of upcoming economic data releases, such as CPI and PPI, which are closely monitored by large funds in the market [2] - If the economic data is favorable, the market may continue to rise, but if the data is mediocre, there could be caution in the market, especially since the market indices are at high points [2][3] - The current market opportunities are identified in sectors like technology and renewable energy, which are still active despite the need for caution in stock selection [3] Group 2 - Stock selection should focus on those with significant trading volume, defined as stocks with daily transaction amounts above 300 million [3] - Stocks that have recently shown an upward trend without substantial gains in the last few weeks are preferred, as chasing stocks that have already surged may carry higher risks [3] - The market remains focused on various themes represented by technology and renewable energy, as well as some consumer-related stocks [3]

Group 1 - The A-share market is showing positive momentum, with the Shanghai Composite Index approaching the 3500-point mark, indicating a significant breakthrough as it has reached a new closing high not seen in over three years [1][2] - The market's performance today was influenced by certain news stimuli, and the average stock price increased by 1.24, with the ChiNext index experiencing the highest gains, particularly driven by the solar energy sector [2] - Despite the overall positive trend, the strength of the rise in the Shanghai Composite Index and the CSI 300 was deemed insufficient, with specific concerns regarding the performance of the Shanghai 50 index and the low trading volume in the Sci-Tech Innovation Board [2]

Group 1 - The market is showing signs of continued upward momentum, with major indices collectively rising and a strong buying signal from market leaders [1][2] - There has been a significant increase in market volume, exceeding 2.4 trillion, indicating that substantial external funds are entering the market [1] - The technology sector, along with key weighty sectors like solar energy and brokerage firms, is experiencing upward movement, suggesting increased investor sentiment and support from major funds [2] Group 2 - The overall market outlook remains bullish, with expectations of a sustained mid-term upward trend [2]

Group 1 - The A-share market is showing a positive upward trend, with nearly 4,300 stocks rising and all three major indices collectively advancing [1][2] - The market's performance indicates a significant increase in buying power, with the Shanghai Composite Index rising by 24 points, the Shenzhen Component Index increasing by over 1%, and the ChiNext Index gaining more than 2% [1][2] - There is a notable influx of external capital into the market, with trading volume exceeding 240 billion, indicating that substantial outside funds are entering the market [1][2] Group 2 - Key sectors such as technology and financials are gaining momentum, with the solar energy sector also performing strongly, suggesting increased investor interest and activity from major institutional players [2] - The overall analysis suggests that the mid-term upward trend has not ended, and investors are encouraged to maintain a bullish outlook, focusing on low-position stocks in the financial and technology sectors [2] - Investors with lighter positions are advised to seek low-position opportunities and continue to increase their holdings in the market [2]