https://mp.dayu.com/dayu/image?t=1625734766325&s=3365f3310aa56f7db1893ed3c1cda808&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef38ce8754e9ed49d1861452db634e36f64ec8fc3c62528f4c7c89292673f6f0a952ae849594aacbb31fdcac1c4441855c16081d8debd34ebf9f810827a508fcd4&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="1054" DATA-HEIGHT="491" DATA-FORMAT="webp" DATA-SIZE="56540" DATA-PHASH="E73A89CD2C63531C" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734767050&s=c0b0e19864df48beaca92278af4969d8&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efccc091e232db05f98de7afbd1f6499c68975a6bbaa450354f66e158ec4e35ac72a5e6cabf1229c5ded9cf3bcf426b766fbb74fa3a91bd156dc9190830665b437&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="891" DATA-HEIGHT="444" DATA-FORMAT="webp" DATA-SIZE="46462" DATA-PHASH="E7441BB1D2076E6C" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734767691&s=762e8fc7ecdc60f7165cfeafdf4af9d1&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4effcdf199ef9fde2d0b90c665c504a3f2046e564554c5ac0a04bd431e6f66186c93fefbcaf053602e8295356942dbfdfaf&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="945" DATA-HEIGHT="474" DATA-FORMAT="png" DATA-SIZE="14442" DATA-PHASH="9C097EC39931676C" 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08日擒牛姐晚间复盘" />

大盘这两天跟神经病一样，一天大涨，一天大跌，昨天55%个股大涨，今天却有65%个股下跌。

创业板，才是主线，科创板，才是主线，才是赚钱的主战场。

所以，不要搞乱了方向。

华为概念：

https://mp.dayu.com/dayu/image?t=1625734767730&s=dd1722e6ddfb3589c411aaf0bf366ba9&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef29d0d71b67b5699a05dc6f11602757ee5b74d727aeed1aff651309727b4a179a61e1307451f4d6485066c6d7c41ef64f&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="831" DATA-HEIGHT="411" DATA-FORMAT="png" DATA-SIZE="10508" DATA-PHASH="9364CF3847DC5364" 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08日擒牛姐晚间复盘" />

泰晶科技，前天的私房菜品种，两天给肉近20%，趋势依旧完美，叠加了华为题材，主升浪。

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，今日再度冲高，做T佳品。

华为依旧风骚，还要继续。

华为依旧是核心，但是，一直都是20cm的品种，能否这次核心在10cm里面继续爆？

欣旺达、海目星，也都是叠加华为题材，封死涨停。

https://mp.dayu.com/dayu/image?t=1625734768342&s=173a9fb84d1921bb98662abdbbc91315&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efa7943fc812335ec50d3f777f7dd36ac3ad14333aca361efab9c9d7079d2dccb691d1e047954c90626774a493de2fbde2869de4f61fe21fc68c387fe54217c706&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="972" DATA-HEIGHT="426" DATA-FORMAT="webp" DATA-SIZE="43664" DATA-PHASH="81B9D3CC6972539C" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734768208&s=c14c71ecaf05a1d743fedb8d689ead5a&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efae66a601b7887b25017f50a096576b272645ac32c70a65d62418dc698dc3a1062e4075f24b1fb47b21e46965870010cd&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="850" DATA-HEIGHT="350" DATA-FORMAT="png" DATA-SIZE="7912" DATA-PHASH="EF99E559124C5287" 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08日擒牛姐晚间复盘" />

板块继续看好，观察方向：超图软件、泰晶科技、润和软件，科蓝软件、劲拓股份，等。

锂电池：

板块核心——科恒股份

https://mp.dayu.com/dayu/image?t=1625734768716&s=a41ae4a30f4a8ae16dd04350487f751d&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef8f797e784b027582d78bf374523abe7af1923288711e2ef5757acfdeac505e6de85159fc709b6ab37c6c22e3b6b7d918&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="803" DATA-HEIGHT="430" DATA-FORMAT="png" DATA-SIZE="10585" DATA-PHASH="9D8D766898D6462D" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734768783&s=af01e9bf002ff03498ffd0db8063d4a5&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef3ff8a6e6687b7e89672353b598c803e34629af087514a4cf5db5e98cbeb4adbabc8e621fd6e46f1fc37fce22918fbd5f&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="662" DATA-HEIGHT="144" DATA-FORMAT="png" DATA-SIZE="3769" DATA-PHASH="07070707C7A3FAF8" 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08日擒牛姐晚间复盘" />

板块依旧是非常看好的，大方向牛股多多。

20cm封板的票，五只，屌炸天。

https://mp.dayu.com/dayu/image?t=1625734769293&s=3a6530904fd3b2b2bcd96a03c57611a6&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef4efd3ec807826e8888d40bfca766bde4a66da23edf12ed81b327dbdfed24f7a979b83404146f7f447d38ba34a544c135&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="782" DATA-HEIGHT="380" DATA-FORMAT="png" DATA-SIZE="10100" DATA-PHASH="B30FCCC9791256CC" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734769326&s=e08a941862a8b5594b4ee6164b10a946&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef2b02a6351c0e298fd0565e6b4423656738fe25e765d0bc2be189911bedd341b4f7b03bbd1cdf77696e271385edcd1e55&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="834" DATA-HEIGHT="398" DATA-FORMAT="png" DATA-SIZE="10589" DATA-PHASH="FF6619406718D726" 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08日擒牛姐晚间复盘" />

趋势票一堆，板块继续看好，继续看多做多。

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。

尾盘，联创股份，有资金抢筹，毕竟日内的承接太强悍，资金尾盘抢筹，博弈明天反包也正常，不过预期太过一致不一定是好事，至少明天早盘洗的概率大，调整下，继续看好。

https://mp.dayu.com/dayu/image?t=1625734769831&s=7571ee2c057e1015a0cbd05cfdc1fb41&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef87c78c798f99e4e78f8421269a88d6378cfcdf4f14aa77cceb599edcc40b7e65a4dd7839954cd3412d1414ce2c932db4&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="615" DATA-HEIGHT="436" DATA-FORMAT="png" DATA-SIZE="9678" DATA-PHASH="A1ED55D916D416A9" 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08日擒牛姐晚间复盘" />

半导体芯片，依旧强势，主升浪，完美。

https://mp.dayu.com/dayu/image?t=1625734769909&s=5c71be3d135eb2633366c3f480a13a43&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef9e254186a30e50bb4bb1ab52dfe9dd65980a0afd316f81f2966de4ff3b0608c05bc6dba568b4a304d9e3ff4fbfa9cc86&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="832" DATA-HEIGHT="356" DATA-FORMAT="png" DATA-SIZE="9267" DATA-PHASH="8E33274C491F734E" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734770108&s=c8177bd0ae83a0a6aef1fe9de4dc35ea&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef3da9d3be53654fa6e503a7ab98489c44cf8302bb9abe21fb832f96ef16587927232411f8001362d4b4eed39957dd8777&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="711" DATA-HEIGHT="358" DATA-FORMAT="png" DATA-SIZE="9152" DATA-PHASH="8166B9035E9157FC" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734770435&s=d22fa84b1705f7e24b6b23a1e7909d61&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef56fa18abf4b1c85286530a7711e5b13907545c6dc17316551e9258eb7a5e12fc1cecbc48b992fa3835750b493ac04994&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="798" DATA-HEIGHT="417" DATA-FORMAT="png" DATA-SIZE="10912" DATA-PHASH="97A573C88D7047CC" 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08日擒牛姐晚间复盘" />

https://mp.dayu.com/dayu/image?t=1625734770476&s=fd88746af794dca72fb36cb7e0269bae&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efb0fad243873b1818b92839a8b4af5917b0529e847bf9fee5a05a0fa23803448e41d2c202608c24559c1664e61a6066d8&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="814" DATA-HEIGHT="410" DATA-FORMAT="png" DATA-SIZE="10927" DATA-PHASH="8FB8C397307346CC" 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08日擒牛姐晚间复盘" />

接下来的主升浪核心。逢低5日线重点跟踪，基本都是肉肉的节奏。

盘面部分强势品种总结分析：

士L微：机构核心，大阴线洗盘，又要缩量新高，筹码稳定屌炸天。

富M电子：半导体趋势核心，日内缩量洗，回靠五日观察。

中科D气：锂电池趋势核心，加速。