上证指数达 3600 点后，牛市声音渐强

快讯 2025年07月29日 10:00 42 admin

上证指数达 3600 点后，牛市声音渐强，市场也面临短期进退难题，上周五情绪大退潮。当前市场投机交易难度大，高潮隔日接力难，周末热吹自主可控半导体等，接力难度也不小。下周关注水电站是否反复、有色趋势机会、稳定币月底节点机会。AI 周五最强，关注科大讯飞等标的及鼎捷数智等票。算力硬件等留意东材科技等。还提及多只个股反馈重要性。建议多做有强大逻辑支撑方向，少做情绪卡位。中线方面，贵金属表现还行，留好底仓按 Boll 轨道做 T。

股票名称 ["科大X飞","汉王k技","拓尔S","云从","海天瑞声","鼎捷数智","东材科技","景旺电子","西宁特钢","西藏天路","中国电建","中铁工业","保利联合","雅化集团","中银证券","东信和平","天阳科技","盛和","北方xt","广晟y色","中钨G新","华友"]板块名称 ["水电站","自主可控半导体","华为