Group 1 - The report indicates that despite recent index adjustments, there are still active market themes, particularly in solid-state batteries, mergers and acquisitions, and artificial intelligence [2][7][14] - Solid-state battery stocks have shown significant activity, with 29 stocks hitting the daily limit up, and the leading stock, 日出东方, achieving 9 limit-ups in 10 days [7][8][21] - The report highlights that the mergers and acquisitions theme remains resilient, with stocks like 大千生态 showing strong performance, achieving 9 consecutive limit-ups [8][21] Group 2 - The report notes that the semiconductor sector has also gained strength, with 41 stocks hitting limit-ups, influenced by TSMC's suspension of advanced chip supplies to mainland China [8] - Artificial intelligence stocks have seen a resurgence, contributing 27 limit-ups on a recent Friday, indicating strong market interest [8][9] - The report emphasizes the importance of managing positions and timing in trading, especially during periods of market adjustment [11][27]
龙虎榜周复盘(一):指数调整先别慌!固态电池、并购重组、人工智能,游资大佬都在忙活啥?
2024-11-18 13:51