重回三千亿时代，机会害处并存，怎么样应对？
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<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">1、</span></strong><strong style="color: blue;"><span style="color: black;">盘面梳理：</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">大盘今天并<span style="color: black;">无</span>像市场预计的那样，走出类似上周一那种强势反弹，昨天<span style="color: black;">发帖</span><span style="color: black;">亦</span><span style="color: black;">说到</span>了这一点，越是<span style="color: black;">非常多</span>人看好的<span style="color: black;">地区</span>就越难<span style="color: black;">挣钱</span>，今天之能勉强算是个反弹吧，成交量又进一步萎缩，主板<span style="color: black;">已然</span>又回到三千亿时代了，本周还是维持弱势震荡的预判。这波来的快去得<span style="color: black;">亦</span>快，<span style="color: black;">此刻</span><span style="color: black;">大众</span><span style="color: black;">能够</span>回想一下，这个月<span style="color: black;">最后</span>收益是正还是负呢。板块方面，军工<span style="color: black;">始终</span>都<span style="color: black;">无</span>走出像样的反弹，资金宁可挖掘低位补涨，<span style="color: black;">亦</span>不愿意做高位人气股的反弹，可见资金避险的态度。科技<span style="color: black;">无</span>表现，免税<span style="color: black;">亦</span>仅仅是反抽，金融以光大证券为首，暂时算是止跌吧，还要明天进一步确认才行。小题材方面走的还算<span style="color: black;">能够</span>，金达威，保龄宝，君正集团都不错。连板晋级方面<span style="color: black;">亦</span><span style="color: black;">不睬</span>想，高度被压制，资金接力<span style="color: black;">心情</span><span style="color: black;">通常</span>。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">当前这种<span style="color: black;">状况</span>是正常的，结合我端午节写的《7月交流帖》去找节奏，市场不回落，走不出大周期，这个时候两种操作，一是空仓等，<span style="color: black;">这般</span>最安全，二是轻仓分散出手做套利，遇到符合新周期的<span style="color: black;">要求</span>票<span style="color: black;">能够</span>积极试错，<span style="color: black;">便是</span><span style="color: black;">这般</span>，<span style="color: black;">不可</span>激进。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">2、</span>当日操作：</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">清仓黄金股，<span style="color: black;">日前</span>持股君正集团，昨天上午-4进场，今早冲高8个点走了，下午开板又接回来，保龄宝，昨天早盘进场，持股没动，三角防务，板上进的，尾盘又上了一点医药股。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">3、</span>明日计划：</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">明日计划，晚些时候发在秦兄寻龙上（大概23点<span style="color: black;">上下</span>）。充分复盘之后的操作计划，才更<span style="color: black;">拥有</span>参考价值，昨天的在下面：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><a style="color: black;">半仓轮动，围绕各板块人气股做！</a></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">4、</span></strong><strong style="color: blue;"><span style="color: black;">人气点评：</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">君正集团：</strong>蚂蚁金服+疫苗+PVC，继南京公用和经纬辉开之后，<span style="color: black;">独一</span>一个反核<span style="color: black;">次日</span>能反包涨停的票，多少带动了一点超短<span style="color: black;">心情</span>，虽然板很烂，<span style="color: black;">不外</span>量放的很健康，明天不排除要低开的，<span style="color: black;">然则</span>有弱转强预期，<span style="color: black;">能够</span><span style="color: black;">瞧瞧</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">保龄宝</strong>：代糖，断板后筑平台，该弱不弱，今天硬是从跌停拉起来，差一点就完成地天板，<span style="color: black;">最后</span>被按下来一点，<span style="color: black;">不外</span>这个强度<span style="color: black;">亦</span>是足够强的，比昨天的君正集团还要强，这<span style="color: black;">亦</span>是资金模仿进化的结果，毕竟今天君正集团给了很好的正反馈。保龄宝明天预计要低开，承接好<span style="color: black;">能够</span>看下低吸机会</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">金达威</strong>：NMN长寿药，连续<span style="color: black;">调节</span>三天，昨天尾盘有资金进场，今天直接高开高走，开盘低点不破，和今天的军工股形成<span style="color: black;">显著</span>对比，<span style="color: black;">一样</span>是昨天尾盘有资金抢筹，结果完全相反，金达威明天还<span style="color: black;">能够</span>继续跟踪，尾盘上板不排除还会给低吸机会，<span style="color: black;">不外</span>毕竟是小题材，板块效应<span style="color: black;">亦</span><span style="color: black;">通常</span>，再连续往上打<span style="color: black;">亦</span>比较吃力</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">复星医药</strong>：疫苗，昨天<span style="color: black;">夜晚</span>有<span style="color: black;">信息</span>，今天短线资金借<span style="color: black;">好处</span>离场，全天走弱，明天预计还会进一步的<span style="color: black;">调节</span>，回踩5日线，<span style="color: black;">倘若</span>能止跌并且承接好，<span style="color: black;">能够</span>找低吸机会，可能还没走完</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">西藏药业</strong>：疫苗：这波上来<span style="color: black;">特别有</span>规律，涨停<span style="color: black;">而后</span><span style="color: black;">次日</span>振荡，明天能否继续延续规律走涨停难说，<span style="color: black;">不外</span><span style="color: black;">日前</span>来看<span style="color: black;">亦</span>不是见顶形态，<span style="color: black;">倘若</span><span style="color: black;">调节</span>一下承接好，还有低吸价值</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">正川股份</strong>：疫苗瓶：尾盘跳了，<span style="color: black;">然则</span>分时承接低点没破，<span style="color: black;">一样</span><span style="color: black;">亦</span>是不是见顶的形态，<span style="color: black;">始终</span>都有点跟西藏药业的意思，操作思路<span style="color: black;">亦</span>和藏药<span style="color: black;">同样</span>的</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">海顺新材</strong>：疫苗瓶盖，一字开板，全天承接<span style="color: black;">亦</span>算<span style="color: black;">能够</span>，昨天缩量，今天放量，明天不排除还有创新高的预期，低开正常，低开太多就不合适了，短期上涨斜率<span style="color: black;">很强</span>，别追高，<span style="color: black;">能够</span>等<span style="color: black;">调节</span>一下再<span style="color: black;">思虑</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">豫光金铅</strong>：黄金，金价连续上涨，盘前<span style="color: black;">更加是</span>急拉一波，<span style="color: black;">而后</span>今天就走了加速开一字，<span style="color: black;">然则</span><span style="color: black;">最后</span>还是被核了，黄金板块还是适合走趋势的。这块炒作<span style="color: black;">规律</span>基本没变，摩擦<span style="color: black;">持续</span>，避险<span style="color: black;">心情</span>，加上各国放水，有套利保值需求。明天还<span style="color: black;">能够</span>看下，<span style="color: black;">倘若</span>承接好<span style="color: black;">能够</span><span style="color: black;">思虑</span>低吸，<span style="color: black;">倘若</span>继续杀就放弃了</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">展鹏科技：</strong>收购，炒作<span style="color: black;">规律</span><span style="color: black;">通常</span>，<span style="color: black;">无</span>板块效应，天地板大面，<span style="color: black;">不外</span><span style="color: black;">亦</span><span style="color: black;">无</span>诱多坑人，只是对后面连板三进四的晋级<span style="color: black;">心情</span>是个很大的打击，<span style="color: black;">因此</span>在换手四板<span style="color: black;">显现</span>之前，做三进四接力要<span style="color: black;">小心</span>，连二进三打板都是要<span style="color: black;">小心</span>的，资金会进化，<span style="color: black;">倘若</span>三板的次日都闷杀，那就会有资金提前跑路</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">万向德农</strong>：农业+蚂蚁金服，昨天很强，开盘快速涨停，<span style="color: black;">然则</span>板块效应<span style="color: black;">欠好</span>，连一个拿得出手的助攻都<span style="color: black;">无</span>，今天<span style="color: black;">小于</span>预期，直接低开-4，虽然盘中翻红，<span style="color: black;">然则</span>最后又被按下去了，退一步看，这票本身可能还没走完，<span style="color: black;">然则</span>农业<span style="color: black;">这儿</span>的炒作<span style="color: black;">规律</span>还是显弱的</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">王府井</strong>：免税，今天一个小小的反抽，暂时不往高看了，免税板块<span style="color: black;">已然</span>且战且退，板块内部<span style="color: black;">亦</span>早已出现分化，今天海汽集团跳水，王府井起来，除了正常的形态反抽，找不到别的理由了，这个板块还是慢慢淡出视野为好</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">光大证券</strong>：证券，暂时<span style="color: black;">亦</span>是当反抽看待，<span style="color: black;">这儿</span><span style="color: black;">无</span>企稳的理由，不具备操作价值，少看为宜，等后面真正止跌再说</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">沈阳化工：</strong>PVC，昨天缩量涨停，今天放量<span style="color: black;">歧义</span>，<span style="color: black;">近期</span>又回到那个规律，严重缩量反包的很难被市场接受，<span style="color: black;">心情</span>脆弱，走强更强容易被砸。<span style="color: black;">不外</span>日内承接较好，成交<span style="color: black;">报答</span><span style="color: black;">亦</span>不错，明天预计不会给低开的机会，有反包预期，<span style="color: black;">能够</span>留意</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">中船汉光：</strong>军工，板块里今天比较硬的反核板，次新属性<span style="color: black;">亦</span>是个加分项，和昨天的中国海防不太<span style="color: black;">同样</span>，更强<span style="color: black;">有些</span>，<span style="color: black;">不外</span><span style="color: black;">倘若</span>明天军工还不走<span style="color: black;">显著</span>的反弹，它<span style="color: black;">亦</span>很难<span style="color: black;">连续</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">中船防务：</strong>军工，全天承接很好，早上有向上试探的意思，被砸下来，<span style="color: black;">然则</span>尾盘又拉回来了，板块的人气标，<span style="color: black;">亦</span>是人气里走的最强的，后面反弹绕不开的票，这两天都是低吸机会，一旦板块反弹，再去追就有点后手了</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">三角防务</strong>：军工，昨天<span style="color: black;">公司</span>大幅加持，今天直接开一字板，炸板换手后回封，位置低，还<span style="color: black;">能够</span>继续往高看，按板块的补涨高度来看，明天是有溢价的，<span style="color: black;">无</span>先手的就不<span style="color: black;">意见</span>去了</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">三板：</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">英特集团：</strong>疫苗运输，T字换手板，位置低，昨天就分析过了，<span style="color: black;">规律</span>还是疫苗这条线分支，明天<span style="color: black;">能够</span>继续留意晋级机会</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">冀凯股份</strong>：股权收购，低价低位，炒作<span style="color: black;">规律</span>相对独立，形态差<span style="color: black;">有些</span>，量<span style="color: black;">无</span>放出来，明天接力要<span style="color: black;">小心</span>，差不多和展鹏科技<span style="color: black;">一样</span>的<span style="color: black;">规律</span>，今天展鹏的反馈很差，接力要<span style="color: black;">小心</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">二板：</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">海南发展</strong>：光伏玻璃，封板强度<span style="color: black;">通常</span>，量放的还<span style="color: black;">不足</span>，<span style="color: black;">况且</span>光伏板块前面的青岛中程和爱康科技的高度都<span style="color: black;">仅有</span>二板，明天接力要<span style="color: black;">小心</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">圣龙股份</strong>：汽车，庄股的玩法，形态不错，成功突破年线，位置<span style="color: black;">亦</span>低，明天<span style="color: black;">倘若</span>走弱转强<span style="color: black;">能够</span><span style="color: black;">思虑</span>，上涨空间还有</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">獐子岛</strong>：电商+农牧饲渔，这次扇贝估计没跑，连续两个涨停了，明天<span style="color: black;">倘若</span>加速就<span style="color: black;">欠好</span>接力了，走<span style="color: black;">歧义</span><span style="color: black;">能够</span><span style="color: black;">思虑</span>低吸机会，<span style="color: black;">不外</span>这个题材未必能打开链板高度</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">高争民爆：</strong>化工，形态上突破了，封板<span style="color: black;">亦</span>不弱，明天<span style="color: black;">能够</span>看下晋级机会</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">光启技术</strong>：汽车+军工，连续两个涨停，明天再去接力的性价比就不高了，<span style="color: black;">能够</span>等一等<span style="color: black;">调节</span>后的机会，上涨空间预计还有，要找安全性价比高的上车机会</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">七彩化学</strong>：染料中间体，前面两个板，这次又<span style="color: black;">已然</span>两个板了，板上放量，明天<span style="color: black;">倘若</span>走<span style="color: black;">歧义</span><span style="color: black;">能够</span>看承接<span style="color: black;">状况</span><span style="color: black;">思虑</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">飞天诚信</strong>：数字货币，板块龙头，今天板块<span style="color: black;">已然</span><span style="color: black;">起始</span>有首板助攻了，渐渐发酵，<span style="color: black;">那样</span>龙头总归是值得关注的，今天烂板，明天<span style="color: black;">能够</span>看下弱转强机会，<span style="color: black;">不外</span>有点小难度</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">安居宝</strong>：区块链，<span style="color: black;">亦</span>是烂板，<span style="color: black;">不外</span>位置低，地位较飞天诚信差<span style="color: black;">有些</span>，同身位的跟风，<span style="color: black;">亦</span><span style="color: black;">能够</span><span style="color: black;">做为</span>备选</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">奇正藏药</strong>：中医药，今天的板很强，明天预计要走加速，<span style="color: black;">欠好</span>接力，<span style="color: black;">仅有</span>走<span style="color: black;">歧义</span>才<span style="color: black;">思虑</span>，看盘中承接<span style="color: black;">状况</span>，加速就别轻易追了</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">以上属于个人观点，不<span style="color: black;">形成</span>投资<span style="color: black;">意见</span>。</span></strong><span style="color: black;"><span style="color: black;">期盼</span>兄弟培养自己的大局观和独立思考的能力，有油帮忙加油，<span style="color: black;">无</span>帮忙点赞，感谢阅读！ </span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">免责声明</span></strong><span style="color: black;">：本文仅是个人复盘日记，不做任何个股<span style="color: black;">举荐</span>，盈亏自负。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;">复盘说明：</strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">大秦三抚111</span></strong></span><span style="color: black;">为<span style="color: black;">重点</span>复盘号，<span style="color: black;">夜晚</span>5-7点<span style="color: black;">上下</span><span style="color: black;">发帖</span>，分析梳理市场为主；</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">秦兄寻龙</span><span style="color: black;">是晚间计划号，<span style="color: black;">夜晚</span>11-12点<span style="color: black;">上下</span><span style="color: black;">发帖</span>，</span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">倘若</span><span style="color: black;">夜晚</span>有什么新的<span style="color: black;">信息</span>会修正<span style="color: black;">有些</span>预判，<span style="color: black;">另一</span><span style="color: black;">咱们</span>深度复盘精选后的</span></strong><span style="color: black;"><strong style="color: blue;"><span style="color: black;">隔日交易计划</span></strong></span><strong style="color: blue;"><span style="color: black;"><span style="color: black;">亦</span>都会放在这。</span><span style="color: black;"><span style="color: black;">详细</span><span style="color: black;">能够</span>在公众号菜单栏找到。</span></strong></p><span style="color: black;"><img src="https://mmbiz.qpic.cn/mmbiz_gif/US10Gcd0tQFGib3mCxJr4oMx1yp1ExzTEFib1tZiaibOnYYiakGZAGaqZmSD9lfMAGTdojZFuDciaKxRevg5ORf77QRQ/640?wx_fmt=gif&tp=webp&wxfrom=5&wx_lazy=1" style="width: 50%; margin-bottom: 20px;"></span>
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