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← @shufen46250836

$FPS

BULLISH2026-05-13
Price around the call
↑ 2026-05-13
By horizon✓ hit+19.7%
1d
✗ -9.1%
5d
✗ -2.6%
21d
✓ +19.7%
Original post
shu fen · 2026-05-13

A股指数在4200区间震荡,中美元首会晤期间没啥太大问题,今天A股行情轮动到电源设备、半导体材料、电子布&CCL领域, 短期量能维持在3万亿上方的情况下,A股行情就是结构性轮动,和前几天的观点一样,电源设备、材料、半导体、机器人和商业航天,最好都要有点仓位 美股昨晚小幅度调整,市场风格正从科技向医疗等防御板块切换,不过半导体硬件资金承接能力还是很强,尾盘竟然V了不少回来,说明一旦出现较大级别的调整,半导体硬件仍然是逢低买入的首选 昨晚继续加了谷歌,买了电 $FPS ,电力系统和设备领域,不少个股悄悄新高了,AI基建的大行情,不仅仅是存储、光通信,材料、电力设备也值得去研究。 铜历史新高,白银离90不远了,黄金在4700附近震荡挺久了,金属还缺少一个市场催化剂,也许是联储新主席,亦或是秘鲁能源危机,

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