https://mp.dayu.com/dayu/image?t=1675664784152&s=b2d4ede6f38cea5bf6fa666d6aab3bcb&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef2f99308a3c3a22d6dccb22c24f921aa8e52c6e32f6a2a7d152a2b5dc4fa4a0af03d85f459b268217655a3f86d8cd178a22bcbcbbc9899e41bdd34b8a6bd70010&w=3310df90a8c3abf931c10418091945e4

这个大面一来，就来两大碗，今天指数跌破上升通道了，下方支撑看20日线附近。

今天的下跌主要还是外围的因素，一个是美国上周五的非农数据实在太漂亮了，导致美帝加息预期有可能超预期。外资回流。一个就是热气球事件了。

题材基本上只剩下chatGPT概念了。而且前排抱团严重，不断超预期。

https://mp.dayu.com/dayu/image?t=1675664790369&s=4dda5184a6ac499cecf44595bfba9b79&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef21bf329a4b6d3361a9ef98f4fa206711839762210e0e5cec1c32d242129b9bf2114bba6f3efb24873e03a3e85ff93c83a570aac34f80130b60a42e7a368bc9ed&w=3310df90a8c3abf931c10418091945e4

https://mp.dayu.com/dayu/image?t=1675664795834&s=3bdcb3f3aea7201476ba8242dbf93abf&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef91a4de82b395ac30451b4f1f53eb74c5d35e039d863d8bb3e8b1f589280859f89aceade864a20c9d0c7ad81c10fa02d269202dc4fe5b693496c6c439d63e170e&w=3310df90a8c3abf931c10418091945e4

https://mp.dayu.com/dayu/image?t=1675664801727&s=05f05e1ad56bfd9e1a7ec2766a027311&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efc05b08c63d8752a6c3467ccf9814bf2a742ca0f29fa7ab466af7fd9701522d3641f8b389a885a83575880213a4bd4e8f6a8e863824bd80a27ea98a09a0982196&w=3310df90a8c3abf931c10418091945e4

https://mp.dayu.com/dayu/image?t=1675664778103&s=14e90ae40dfbae48f4b3afbcb78897b5&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef4d419e9a2cd11e6796b00880ce74cf791679138dd4134c8129e99a4bee6a5b8a9032f839a90a457cbdd9d1220c9bbe52&w=3310df90a8c3abf931c10418091945e4

https://mp.dayu.com/dayu/image?t=1675664808883&s=f70d7fca30472bcfb8719cdeb06cd8a5&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef0c1c29bb24d73728662dadf83824fe2c1cacb1449dfaa145f0e9fff036ef3afe32baae269c6f05131724c4fa013bfeede08df396d78e58f3fd96c9a0a74b12e3&w=3310df90a8c3abf931c10418091945e4

打不过就加入，但是现在并不是加入的好时机，因为周末这个版块包括web3.0都疯狂发酵，日内就是情绪高点概率大，熬一熬。

充电桩，利好也很大，奈何chatGPT资金流入太深。反复还有机会，留意低吸机会。

军工砸盘，估计二波预期在中航电测开板附近。

其他难了，数字经济，安妮股份吃屎，只能对着chatGPT这一个板块猛撸了。高位不去，等高低切了，或者大分歧在考虑做低吸。

https://mp.dayu.com/dayu/image?t=1675664818349&s=974a4d6f0e6e8a33b2c26e09e022887f&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef4b144f75b0117bc425a11dcefd45b9ac969b9942c804675de6b007f191217ad5d25db6feb8960254283befd8e8a24a5201611c837679eabf06b666858ed2c31a&w=3310df90a8c3abf931c10418091945e4