Group 1 - The market shows resilience, achieving a 15-day consecutive rise despite initial declines, indicating potential for further growth [1] - The current market sentiment is driven by the commercial aerospace sector, with key emotional anchors being航发 and胜通, which significantly influence market dynamics [1] - The performance of航发 and胜通 will be critical in shaping market sentiment in the coming days, necessitating close monitoring [1] Group 2 - The commercial aerospace sector saw 24 stocks hitting the daily limit up, reflecting a strategy of high sell-low buy and low-position recovery [2] - Other sectors such as brain-machine interfaces, intelligent driving, robotics, and nuclear power are experiencing rotation, benefiting from the overall positive market sentiment [2] - The potential for a return to previously performing themes exists as long as the market remains favorable, providing opportunities for bottom-fishing investors [2]
两次狼来了,下一次会怎样?
Jin Rong Jie·2026-01-08 13:01