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← @shufen46250836

$ENTG

BULLISH2026-02-11
Price around the call
↑ 2026-02-11
By horizon✗ miss-12.9%
1d
…
5d
✓ +1.5%
21d
✗ -12.9%
Original post
shu fen · 2026-02-11

今天的A股缩量很明显,全天成交量2万亿左右,全A中位数涨幅接近0,说明市场开始进入春节放假模式啦,也是今天已经是传统农历腊月廿四了 A股今天的板块表现也很无聊,板块轮动的指标在最近一周已经失去参考意义,因为现在的轮动不一定节后还是这个趋势,不少资金害怕春节期间外围市场出现利空,不愿意持仓过节,因此会轮动到相对安全的板块 昨晚美股清仓了ALAB,主要还是躲财报,果然这个股在财报期间的表现没有让人意外,不过这也意外着,又可以波段了,ALAB一直可以低吸高抛,区间范围还挺稳定,可以叫它波段小红包。 $ENTG 是昨天复盘推文中提到的芯片闭环股,是把该死的币股换过去的,还是蛮看好这个股的弹性,毕竟在它领域,护城河挺强 医药股NKTR昨晚大涨,它要自己成为一艘大船了,内地春节假期期间,做多前期超跌的应用软件领域是不错的策略,优选标的 IGV 更新一点行业基本面的调研,最近 Tayo Tech 电子布产线终止,原因是缺货... 这可能是另外一个存储行情的镜像,聪明的人已经在悄悄买铲子了。 春节假期更新频率会减少,注意后半周的纳指风险,

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