https://mp.dayu.com/dayu/image?t=1660630099294&s=09aafbf7d2de1b261432426bb1a84956&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef340d81ef30900a3cf9e162fcf5a63b4b7f1e7a41771a3e336e08a9745bd8047611ae5c002d2318a83fcb844da014ccd4&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="695" DATA-HEIGHT="502" DATA-FORMAT="png" DATA-SIZE="10486" DATA-PHASH="C8CE3D5303D45C9D" 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="8月16日擒牛姐复盘" />

指数走横盘，看起来有点累，3300再度冲高遇阻回落，下方六十日线支撑

https://mp.dayu.com/dayu/image?t=1660630099754&s=fc2a5047d20c158920504ac605a7a7b0&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef478a254da5a27cbc58c67cd622941a00eb2b1808458fe4ad9b57e675391d6e86a471152a9156cd749cd92203c0d3771d&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="548" DATA-HEIGHT="490" DATA-FORMAT="png" DATA-SIZE="12225" DATA-PHASH="00C0C1E37C3EF4FE" 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="8月16日擒牛姐复盘" />

盘面走的相对较好的板块几个，一体化压铸，TOPCON是一路穿越了。包括钙钛矿电池和HJT电池，这三个光伏电池最屌。

风电昨天农村风电出利好。政策力度暂时不打。

https://mp.dayu.com/dayu/image?t=1660630100180&s=373ce901d3a5d916e92b030ab73b5f54&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef47dfd7a2de89a8045f2a6f4d4f9fddfe9b1faf07f4de5e7c342e19685ad4cce3a0de71442e6105f0ff79cfe042846219&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="678" DATA-HEIGHT="516" DATA-FORMAT="png" DATA-SIZE="7708" DATA-PHASH="31CF00FD01F307FC" 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="8月16日擒牛姐复盘" />

https://mp.dayu.com/dayu/image?t=1660630100545&s=decde7ca79bb0fc0f86288d7308a7086&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efe9a5711779589857715012bb3f53133cc75a96ecd3e2de00d5641b0c00ab71bd52e896954de35d635b998a3ac66d3ec5&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="531" DATA-HEIGHT="573" DATA-FORMAT="png" DATA-SIZE="7147" DATA-PHASH="E10581FC093F38FD" 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="8月16日擒牛姐复盘" />

https://mp.dayu.com/dayu/image?t=1660630101024&s=8ecf7e0f757f8b5bc7eec683fe16e081&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efde69fc6b5f7c69e91b653191b23bd37186b0e532525c5cb7dabf2864872960dbe871e2d6f32564949a8ad1ac3fb6dfb7&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="563" DATA-HEIGHT="511" DATA-FORMAT="png" DATA-SIZE="4928" DATA-PHASH="C7E1613F80C71CF8" 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="8月16日擒牛姐复盘" />

https://mp.dayu.com/dayu/image?t=1660630101162&s=74e87290ae606736c6001271681de309&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef3fa50dee4832f1c7fefe7e6501ec4133b8004864e4f4debde17b96eb071b9a6f99122e405dee7da7f5c59c46dc90ba86&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="871" DATA-HEIGHT="530" DATA-FORMAT="png" DATA-SIZE="19026" DATA-PHASH="A22E54D5BAA3574C" 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="8月16日擒牛姐复盘" />

持续性最好的是TOPCON电池和钙钛矿电池，一路穿越。这两个板块应该是大家要重点跟踪的。昨天说的一体压铸今天也爆发了。

https://mp.dayu.com/dayu/image?t=1660630101531&s=3f9801add1f0411cb0710293e5f0bdbf&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef2c85c589ad162c1ccd4eb45310cbabd7917e6841f126bbca23812f5fc817cdf1768111d530fb7bdd9a72dc005aa32c56&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="782" DATA-HEIGHT="239" DATA-FORMAT="png" DATA-SIZE="5750" DATA-PHASH="A4E4685B1B1B1B5B" 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="8月16日擒牛姐复盘" />

主线核心几个走趋势较好的板块，

TOPCOND电池：金辰股份（日内突破龙头）、沐邦高科（趋势龙）、钧达股份（趋势龙），

一体化压铸：这个板块是有业绩落地的，有长逻辑的，逢低都可以重点。嵘泰股份、立中集团、永茂泰、伊之密

钙钛矿电池：金晶科技、杰普特、

18号开机器人大会，还有三天，再看看这两天这个板块能否动一动。

机器人看，景业智能封板，远大智能封板、中大力德等冲板，还可以留意下，鸣志电器、巨轮智能等

主线题材上的还是看新的，TOPCON电池，HJT电池，钙钛矿电池等，核心龙头关注即可，

https://mp.dayu.com/dayu/image?t=1660630101448&s=61472df612d6dc1143537f0c38e18789&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef9dc497c296705d79eef6cb237fd7589102c6d6e025b48ef289456c4dece71f94943292d22ad640502c957146ff432df6&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="453" DATA-HEIGHT="162" DATA-FORMAT="png" DATA-SIZE="3089" DATA-PHASH="332333332B1EDC5C" 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="8月16日擒牛姐复盘" />

或者低位的，PET铜箔，一体压铸等，一体压铸的调整也比较久了。

观察方向，PET铜箔双星X材、万顺X材等，一体压铸，春X精工，文灿G份等