近期行情下,事后看有诸多符合买入模式且大涨机会,但当下买入次日表现常不尽人意,易产生挫败感,这在大势震荡、板块极端结构性行情中较常见。应对上,收益好可按原节奏操作,账户反馈差则需主动管理、转向低频聚焦。当前大势震荡且偏弱势,后续留意情绪拐点。交易如同开车、做菜,不应纠结量化指标,而要掌握底层逻辑,按具体情况操作。市场短线基本框架是情绪周期、节奏阶段等。今日主要题材包括电力、化工、风电/储能等,相关个股罗列仅作复盘观察,投资有风险。
股票名称 ["绿发电力","华电能源","节能风电","绿色动力","中国能建","大唐发电","梅雁吉祥","汉缆股份","金开新能","金牛化工","路滑科技","三房巷","安道麦","和邦生物","金煤科技","大金重工","振江股份","江苏新能","中际联合","双一科技","正泰电源"]板块名称 ["电力","化工","风电/储能"]大势震荡、板块持续性、情绪拐点看多看空(看空) 文中提到大势依然震荡且有点弱势,短线题材和板块持续性不够强,对于短线选手容易陷入随机性反馈,所以整体看空A股。会开车会做菜,就会投资?
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