Group 1: Core Views - The article highlights two major sectors that have become the "cradle" of trend stocks this year: the banking sector and the computing power industry chain [1][3] - Major banks, including the "Big Four" (ICBC, CCB, ABC, and BOC), have seen their stock prices reach historical highs, with ICBC rising by 2.8% recently [1] - The computing power industry chain has also seen significant stock price increases, with companies like New Yisheng and Shenghong Technology hitting new highs, and Longxin Bochuang experiencing a surge of over 15% [1] Group 2: Individual Stock Performance - Huicheng Environmental Protection has gained significant attention, with a cumulative increase of 2823.42% since hitting a low in April 2022 [4] - ST Huacheng, known as the "King of Games" in A-shares, saw its market value exceed 100 billion yuan before experiencing a sharp decline, closing down 5.03% [8] - Taotao Automotive recently announced a mid-year profit forecast of 310 million to 360 million yuan, indicating a year-on-year growth of 70.34% to 97.81% [10] Group 3: Market Trends and Adjustments - The computing power industry chain is currently undergoing adjustments, with leading stocks like Shenghong Technology and New Yisheng experiencing declines of 6.64% and 3.82%, respectively [12] - Despite recent adjustments, institutions remain optimistic about the long-term demand for computing power, driven by factors such as cloud service growth and AI model training [13]

今日是7月1日，机构已完成调仓，后续走换手趋势的核心品种，仍可锚定5日线逻辑进行低吸。不过， 该板块细分众多，对机会发掘能力要求较高，比较考验临盘应变能力。短线持仓建议不超过5只票，开 仓时一定要轻仓试错。当前1.5万亿的量能足以支撑多个题材发展，因此布局4个预期内方向加1个预期 差方向的核心品种较为合理，但根据个人风险偏好维持在三个以内，性价比更高。整体来看，7月份行 情值得期待。 固态电池板块需关注两个信号后再降低关注度：一是中军个股日内跌破十日线且不收回；二是核心品种 及有辨识度的品种均跌停，届时题材亏钱效应将显现。在此之前，风险偏好较高的投资者可考虑20厘米 的弹性品种进行套利，重点关注有中报业绩预期的科技线。 7月1日，和讯投顾黄儒琛称，军工板块今日处于高潮次日接分化阶段，建议不要追高强者恒强的前排个 股以及竞价抢修复的后排票。若真想参与，应将买点后置，逻辑仍是围绕9月3日的预期，且当前节奏有 所提前。短线来看，赚钱效应至少可持续至周四，操作上要么参与换手趋势股，要么参与抱团核心股。 对于数字货币板块，要尽可能纯粹对待，将其视为弹性金融品种，深度绑定上证指数的分歧预期时，可 考虑低吸换手核心股；指数 ...

第一，只买近期涨停过的股票。涨停过的票说明有主力在运作，尤其是换手率在百分之十几到35%之间 的。没涨停的股票往往死水一潭，没有成交量，千万别碰。连续小涨后可能会大涨，连续大跌时若股票 慢慢涨几天，后面可能会突然拉出大阳线。连续暴跌也别慌，有可能是主力在挖坑，尤其是年线向上的 情况。 （原标题：和讯投顾胡晓辉：高位龙头敢不敢追？7条经验给你答案） 6月30日，和讯投顾胡晓辉称，高位龙头敢不敢追？7条经验给你答案。炒股最惨的不是亏钱，而是不明 不白地亏钱。很多人不懂，却还在犯这7条用真金白银换来的、比黄金还贵的教训，新手若看不懂，就 先记住结论。 这7条经验如下： 第四，只做上升趋势的股票，别猜底部。股票往上走时跟着买，往下走时别幻想抄底，抄底很容易抄到 半山腰。 第五，短线要追热点，别死扛冷门股。哪个板块火就买哪个，涨起来就跑，别浪费在没人炒的股票上， 那是浪费时间、浪费生命。 第六，有龙头股就买龙头，没龙头就空仓。龙头是主力扎堆的地方，没有明确的龙头时，宁可空仓也别 乱买。 记住这7条，不是教你稳赚不赔，而是教你不踩大坑。炒股最大的风险不是亏小钱，而是用错误的方法 亏大钱。看不懂就别买，结合大盘和板块，看不 ...