【快讯】上周五市场量能达15151亿，较前一日放量710亿，市场上涨家数3460家，下跌家数1501家，实际涨停83家，跌停13家。冬至过后，市场情绪有所回暖，上证和创业板指数在低位横盘，成交量维持在1.5万亿以上，短线风险较小。市场风格正从连板投机转向逻辑容量为主，投资者需关注字节AI产业链增量及泛科技线的发展。周末消息面，商务部正制定明年“两新”政策，工信部推动“人工智能+”制造行动，谷歌发布AI推理模型Gemini2.0，市场对科技板块关注度持续提升。
- 股票名称 ["友阿股份","瑞斯康达","鼎信通讯","克劳斯","国星光电","瑞芯微","麦格米特","光迅科技","汇洲智能","比依股份","盈方微","华东重机","上海贝岭","新亚强","超声电子","澳柯玛","华懋科技","亿道信息","康冠科技","奥拓电子","国光","露笑科技","协和电子","精达股份","航锦科技","华阳国际","中广天择","南京化纤","畅联股份","中坚科技","天奇股份","长龄液压","春光科技","电光科技","卓郎智能","材料","锴威特","灿芯股份","华灿光电","天键股份","元隆雅图","实益达","天地在线","青木科技","光","好想你","若羽臣","华斯股份","丽人丽妆","来伊份","紫燕食品","梦洁股份","返利科技","飞科","皇氏集团","交大昂立","丸美生物","福成股份","妙可蓝多","茶花股份","华鼎股份","盐津铺子","锦泓集团","联翔股份","安正时尚","报喜鸟","跨境通","海南高速","美芝股份","南国置业","北巴传媒","电声股份","美之高"]
- 板块名称 ["泛科技线","泛复苏线"]
- 风格变化、逻辑容量、情绪核心
- 看多看空 ["市场风格从连板小票转向逻辑容量票，情绪核心逐渐转移到逻辑票上，连板虽不会消失但地位下降，需关注逻辑驱动的新题材。"]
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