https://mp.dayu.com/dayu/image?t=1625656234819&s=5dc7a0a11d124a0203c40f89cdccf93c&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef5620d9b42d403d2113619aadc1dda12cbce4253ae2815b299cc282a27ca0567bb27efab4e47251f94369fa2cb27818dd&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="1005" DATA-HEIGHT="510" DATA-FORMAT="png" DATA-SIZE="14919" DATA-PHASH="87E23D18ECC75278" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625656235365&s=9252b10e356419ae40a10bd3b2dee157&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efd371e2cc444de8e04e60efe7f76b40722db895028916453439a46fb5881cc2079b0ccc6f6656be6bdde0b7822f7df7b7&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="925" DATA-HEIGHT="410" DATA-FORMAT="png" DATA-SIZE="12569" DATA-PHASH="0F447E39D00F6E6C" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

指数企稳，走修复。

3500今天打到之后拉起。今天继续大涨，3553，创业板 ，今天大涨反包，新高问题不大。

赚钱效应非常好，看晚上是否会有个股被问询或者停牌。

创业板，打出了三连板，二连板，反包板的票都有，赚钱效应非常强。

主板还是干不过创业板。

华为概念：

https://mp.dayu.com/dayu/image?t=1625656235803&s=4c88d5f5f292b256bf0111ed61673d22&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef297a0f47accf9b29bde0bfbd91eab97e245fb028b6a2040908ce0df334e3ca7a0b74cdd7f283e17bf080cff12f8b8428&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="742" DATA-HEIGHT="381" DATA-FORMAT="png" DATA-SIZE="8888" DATA-PHASH="39E58F30C69853E5" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

泰晶科技，昨天的私房菜品种，直接反包板。

神思电子、熙菱信息等见底反抽，神思电子，直接新高大涨，不过也已经触碰到停牌的红线，而且被警告过一次，看晚上是否会有停牌消息。

润和软件，科蓝软件，等，见底企稳。

华为依旧风骚，还要继续。

锂电池：

板块核心——久吾高科

https://mp.dayu.com/dayu/image?t=1625656236323&s=1e50d18b413e8ab220e8ef42c5563588&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efe08b174f8daa8b4be7653cd0f62f2e8b5372c94d83122d105f5581a32e12a8d746cb4cae590fd5cd8c0c39a28e5e0670&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="688" DATA-HEIGHT="419" DATA-FORMAT="png" DATA-SIZE="9785" DATA-PHASH="D6A15EC11AD453AD" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

对锂电池昨天分化，今天又高潮。

昨天还特意点评了，久吾高科，今天直接就反包板，不过龙虎榜看上塘路砸盘狗，一家独大，明天谨慎接力了。

板块依旧是非常看好的，大方向牛股多多。

https://mp.dayu.com/dayu/image?t=1625656236821&s=fa06ca0b7977134a2277c94c6cddb5e1&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efa3444c7a953e4062bdeb1cd3e33f55e0fe63417fa44ed6b5e637018ab97890a2afb5c6ae16f0f9fd719514f1367f9ea6&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="859" DATA-HEIGHT="405" DATA-FORMAT="png" DATA-SIZE="11010" DATA-PHASH="66457C999B72670C" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625656236956&s=d789d414699be401686aeecbb4e27be7&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efcce9f2a2d8f86d989b06148923540f30a9c1db810c143a58692b46305837bcc146eb163cb26b9df159cd37d1dc03c66f&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="798" DATA-HEIGHT="425" DATA-FORMAT="png" DATA-SIZE="11009" DATA-PHASH="E59D516E631253CC" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625656237770&s=d6facbd0c6ac17f507b23993d140fa11&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efc0bfb71a442cbf27cbbd93ad6dce6c8ab7c091c8dccafb63e600df6bc1f58c264941d880def3e20ed6b81e9a6f770166&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="781" DATA-HEIGHT="484" DATA-FORMAT="png" DATA-SIZE="12862" DATA-PHASH="2962EF09B85746E9" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625656237597&s=5ef42c7102b6c93da714eb7c1bd4da6f&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efa866ae0448b92789aaec194169917e44c798b4c5cc9fcb42fb2b96b3a9589dcec643d4b90f50ec603fee06ee9d8fa555&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="1080" DATA-HEIGHT="317" DATA-FORMAT="png" DATA-SIZE="106374" DATA-PHASH="86210BDFB7E07817" DATA-SOURCE="outsite" OUTID="undefined" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

PVDF，联创股份，三连板，龙星化工，三连板，板块走出了，连板高度，这个板块必须要重视。

PVDF树脂持续暴涨。锂电辅材中的正极粘结剂90%以上使用PVDF；随着新能源行业锂电进入景气期，PVDF供不应求价格上涨。百川消息，近3个月PVDF粉料、粒料价格从7万元/吨上涨到14万元/吨。锂电用途从11万元/吨上涨到15-20万元/吨。

https://mp.dayu.com/dayu/image?t=1625656268916&s=06d653b4f3938499e4f3d8d8fd301da8&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef8a46875f197cdf85f4dc9f02f778b11ac5cb1e3cfc9fece38d0ca910d7a42b2f37b8a824b6ad8bc092dcf019425c5804b00283d52c43fcdf5405490943441995&w=3310df90a8c3abf931c10418091945e4" STYLE="margin: 0px auto; max-width: 100%; float: none; display: inherit !important; -webkit-tap-highlight-color: rgba(0, 0, 0, 0) !important;" TITLE="7月07日擒牛姐晚间复盘" />

酿酒，医美，一波大跌调整，也可以跟踪、

盘面部分强势品种总结：

东P饮料：机构核心，一波一路加仓一路锁仓，日内回落，留意。

晶R科技：第锂电池+光伏+趋势

物产中D：超跌+十字星