今日热点前瞻信息丰富：推荐算法管理标准立项，医保支持创新药落地，核聚变能源签约商业化等。相关概念股涉及虹软科技、翰宇药业、兰石重装等。
多空博弈方面，2 日 A 股三大指数集体下跌，沪指跌 0.09%，深成指跌 0.61%，创业板指跌 1.13%，全市场超 3200 只个股下跌，成交额 14051 亿元，较上日缩量 914 亿元。主力资金净流出 437.24 亿元，光伏设备、钢铁和食品饮料板块净流入居前。
机构和游资龙虎榜显示，机构买入昂利康、新恒汇，卖出常青科技、北方铜业等；众多知名游资也有相应买卖操作。
- 股票名称 ["虹软科技","容知日新","翰宇药业","科兴制药","联环药业","兰石重装","中洲特材","百利电气","华新水泥","海螺水泥","大地熊","奔朗新材","万马科技","德明利","阿石创","德力股份","太湖远大","中国电建","中国能建","中文在线","华策影视","海特高新","宗申动力","中国船舶","中船防务","歌尔股份","水晶光电","三变科技","世运电路","牧原股份","神农集团","东瑞股份","臻镭科技","铂力特","通威股份","御银股份","隆基绿能","昂利康","新恒汇","常青科技","北方铜业","飞亚达","南方路机","凯美特气","楚天龙","湖南天雁","中船应急","赛伍技术","国联水产","秀强股份","双良节能","重庆钢铁","际华集团","深水海纳","红宝丽","飞鹿股份","博菲电气","协鑫能科","爱建集团","融发核电","康达新材","塞力医疗"]
- 板块名称 ["医药","核聚变能源","水泥","稀土","物联网","DRAM","光伏","重大水利工程","互联网短剧","eVTOL","LNG船","小米AI眼镜","XAI","生猪期货","卫星制造","光伏设备","钢铁","食品饮料","算力硬件","半导体","军工装备","脑机接口","数字货币","多元金融"]
- A股下跌、主力资金流出、板块涨跌分化
- 看多看空（看空） 文本中提到A股三大指数2日集体下跌，全市场超3200只个股下跌，沪深两市主力资金净流出437.24亿元，这些信息表明市场整体表现不佳，所以看空A股。
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。
（责任编辑：王刚 HF004）
【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
![乙级测绘资质证书[乙测资字11513208]](https://img.hexun.com/chzzzs.jpg){kind=link}
最新评论