市场基本符合昨晚预判，权重回调

今日市场基本符合昨晚预判，权重回调，成长板块开启普涨修复性反弹。资金大胆，市场呈现权重与成长的跷跷板效应，各板块随机轮动。今日消费电子、锂矿等反弹，石油、银行等回调。热门板块轮动集中于少数抱团股，选股围绕有新闻催化或业绩预期的个股，如芯片的莱尔科技、液冷的思泉新材等。锂矿因宁德锂矿关停炒作供应减少、碳酸锂涨价预期，但通缩下需求疲软，“涨价去库存”只能短期套利。预计明天反弹板块将分化，再次轮动方向难测，建议耐心持有趋势股。本文不构成投资建议，股市有风险。

• 股票名称["莱尔科技","东芯股份","天承科技","路维光电","杰普特","凯格精机","思泉新材","英维克","飞龙股份","淳中科技","科创新源","东阳光","长城军工","内蒙一机","纬德信息","高华科技","国机精工","新瀚新材","美湖股份","盛帮股份","上海沿浦","佐力药业","福元医药","联环药业","辰欣药业","鸿日达","绿联科技","世华科技","易中天","太辰光","大族数控","胜宏科技","电气风电","芯碁微装"]
• 板块名称["消费电子","锂矿","PEEK材料","光模块","PCB","液冷","固态电池","CXO","有机硅","石油","银行","保险","电力","芯片","军工贸易","机器人","医药","光刻机"]
• 板块轮动、抱团股、选股
• 看多看空市场呈现权重与成长板块的跷跷板效应且不断轮动，各板块有涨有跌，部分板块虽有反弹但后续会分化，难以明确整体上涨或下跌趋势，锂矿等板块也不能长期看多，所以对A股持中性看法。

8.11一文看A股：普反修复的一天

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