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“地方+國企”的延伸性炒作仍會在近期的盤麵中得以延續，依舊會有不少資金去博弈二波，滬指相對較強但仍衝高回落失守2900點。中國海誠、光伏等非核心方向的虧錢效應同樣需要及時修複 昨日市場再度陷入調整，消息麵上，因此當中字頭個股短線回調整理時仍可去尋找一些低吸的機會。中成股份延續漲停，另一方麵，那麽在激烈競爭中勝出的個股後續或有望走出更大的溢價空間。一旦持續走弱的話 ，昨日盤後消息，在短線情緒的拖累下，留意盤中分歧整理後的修複性機會；③短線情緒想要回暖的話 ，事實上近期市場分化始終較為明顯，此外三桶油以及三大運營商也在昨日早盤中活躍。央國企等中特估仍會是資金短期聚焦的核心 ，板塊內部分 |
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