A股结构性行情投资策略分析

2026-01-09 02:42:15 自选股写手

当前市场为结构性行情，多板块切换。若不专注个别板块，很难把握机会，如航天板块行情也并非一帆风顺。在结构性行情中，把握机会关键在于专注，在板块中做减法，同时要顺势，短线炒作就是追风口，不顺势难赚钱。此外还得“脖子硬”，量化时代市场常奖励无脑先信者，一些核心股票持续性不一定差，扛过不安阶段或能豁然开朗。解决办法是在符合主升且未明显高潮时，于分歧节点尝试，涨则继续看，跌则割。对于明天风险无统一答案，若害怕可绕开明早顺势上涨。

股票名称 ["航天发展","蓝色光标","南京熊猫","岩山科技","浙江世宝","信维通信","鹭燕医药","珂玛科技","宇晶股份","鲁信创投","银河电子","金风科技","通宇通讯","华菱线缆","杭萧钢构","乾照光电","顺灏股份","航天电子","巨力索具","泰胜风能","海兰信","创新医疗","普利特","中国一重","国机重装","雪人集团","中国核建"]
板块名称 ["航天","脑机","应用","无人","半导体","存储","金融","锂电","液冷","cpo","商业航天","医药/消费","半导体设备","太空光伏","智驾","核聚变"]
结构性行情、专注、顺势
看多看空内容指出市场是结构性行情，各板块轮动，部分板块和个股有机会但行情并非一帆风顺，且难以判断具体涨跌时间和幅度，既存在机会也有风险，没有明显的看多或看空倾向，所以是中性。