https://mp.dayu.com/dayu/image?t=1677738838152&s=1138bc3cc67deab701a5ed56cb861166&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef616d00aeb171886f253f8fd86ba1da3968ee473fa144552b050f7e947d7d97bec0ed1bb94c432be3149a79fc510c46c9&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="814" DATA-HEIGHT="494" DATA-FORMAT="png" DATA-SIZE="9187" DATA-PHASH="D580DF83A27FA868" 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="3月02日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677738838152&s=9ed5f802fe1357489ce4da5ee59d5253&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef87eeabb66138fb23b1e96ea4077e01ef87354fc55058ec906a5775b55ce69628f45706b01fdb22a396d9573c9c7c9c9e&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="617" DATA-HEIGHT="461" DATA-FORMAT="png" DATA-SIZE="4229" DATA-PHASH="8C87C3E1FC3CBC81" 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="3月02日擒牛姐午后" />

指数走的很良性

AI走二波了。到前高附近

这一波小高潮到第三天了，短线看，追高大可不必了

AIgpt4，前排活跃，当虹科技，苏州科达，魅视科技，但板块昨天发酵后，今天并没有继续超预期，当虹科技未连板，数码视讯都全天水下。

AI开放接口，汤姆猫，万兴科技，新华网，光云科技等应用层活跃

特斯拉的宏图，利好了储能，利空了，稀土，碳化硅

方向还是AI，等分歧了，连续上三天了，高潮容易接盘。