A股看多，题材轮动机会多

今日大盘一度站上3500点创8个月新高，但因银行带涨而个股跟不上，最终回落。成交量超1.5万亿，即便量化盘受限仍处高位。大盘冲高回落除个股不活跃，还因偏离均线过远。整体问题不大，大盘未破位，成交量可观，个股属标准分歧。银行此时上涨是稳健资金抱团及权重搭台逻辑。 题材轮动剧烈，今日热点为机器人+储能+多元金融。各赛道龙头坚挺，金安国际等多股晋级。后续关注机器人和PCB方向，机器人借壳上市消息点燃热度，明天关注前排情绪；PCB虽今日分歧，但总龙头晋级、后排助攻，维护住情绪就有机会。

股票名称 ["金安国际","华光环能","华银电力","渝开发","四方新材","金时科技","大智慧","信雅达","京北方","亚玛顿","大东南","恒宝股份","工业富联","新易盛","上纬新材","宏和科技","九鼎新材","国际复材","卓郎智能","平安电工","山东玻纤","中国巨石","大豪科技","长海股份","菲利华","正威新材","中材科技","中一科技","诺德股份","嘉元科技","铜冠铜箔","宏昌电子","东材科技","安迪苏","金安国纪","生益科技","华正新材","南亚新材","超声电子","中英科技","高斯贝尔","逸豪新材","广合科技","景旺科技","胜宏科技","沪电股份","中京电子","深南电路","崇达技术","奥士康","兴森科技","鹏鼎控股","东山精密"]板块名称 ["跨境支付","电力","PCB","光伏","机器人","储能","多元金融"]A股、大盘、题材轮动看多看空 虽然大盘冲高回落，但没破位，成交量较高，核心筹码未松动，题材持续轮动，且A股大环境向好，处于上涨趋势，不应轻易言顶，顺势而为胜率更高。一份价值很高的名单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。

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担