https://mp.dayu.com/dayu/image?t=1677823152037&s=9021e9e70c00782f01a6930ee63b5854&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef6e6d11cd74e22a804bf634be88a904b23a13ac86e574f573cf18e307ebd7f620a44844dea047fba23e5787ffee4c13f4&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="782" DATA-HEIGHT="474" DATA-FORMAT="png" DATA-SIZE="4596" DATA-PHASH="65F42723FB4B80D4" 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03日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677823153420&s=d9329dc7940c3df5d0b1a3847719cf72&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef98823f5e3a32c88c14e633d35cb423f422b388c3963106f4c68f24582e81d3ffe17eb6d24ab2f319bc782a46e2efc3d6&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="717" DATA-HEIGHT="498" DATA-FORMAT="png" DATA-SIZE="10218" DATA-PHASH="7551C1C2789C5E67" 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03日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677823153741&s=43e0ff5b8f7d9da6c460b489981a9212&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef626d7323206e4ce2bd0ab9b453b84dc59414d5711621f5cb7b881ad7b611507d7ad27a7466a9ef021ec32c69b7d8263c&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="537" DATA-HEIGHT="401" DATA-FORMAT="png" DATA-SIZE="4520" DATA-PHASH="EC6471198D8E7671" 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03日擒牛姐午后" />

指数走的很良性，继续新高，牛市还在

创业板跌成狗，还在趴着

AI前高附近，今天大跌，这个大跌的有点惨

浪潮信息利空大单一字跌停，【浪潮信息回应美国出口禁令相关消息：正进一步核实评估】

海天瑞声，昨天高台跳水，今天直接核按钮，当虹科技大跌，基本今天很难逆转了

拓维信息卡位被砸死，意义不大，拉的太猛，靠资金怼，情绪逆转不了

https://mp.dayu.com/dayu/image?t=1677823153905&s=b9327c992f6655f57224523e5433df92&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef372c75519b1dee28aa0e14fd7c9a92548cd2c3af1ee7b4a887ee1e6d83e1913782651062050ac935116979fa2497aaf8&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="788" DATA-HEIGHT="450" DATA-FORMAT="png" DATA-SIZE="10451" DATA-PHASH="8D8E5E391996D2E1" 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03日擒牛姐午后" />

如果是做箱体的话，海天瑞声这个位置，应该是有点性价比了。

看好AI的去大跌就去做，不要怕恐慌，不看好AI的，另当别论

中字头和央企改革崛起，除了中国特色估值体系，还有几个大家忽视的消息，一是国家对央企准备改变考核方式，不只看利润，还要看赚钱效率；二是国资委表示，适时探索国有权益份额规范化退出的有效方式和途径。国资股要试点退出，这绝对是大招

央企方向，中字头持续大涨，而且趋势出来了。不是短线行情

https://mp.dayu.com/dayu/image?t=1677823155165&s=88d82137fd42f4fb365cc58ffa1cb9de&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef262c49a3dc69ede4dc1483e00290a23ab244243ff6ff87a10451c7ece4a26ee7312dd53ed1d9045fb5028e85029739c9&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="735" DATA-HEIGHT="413" DATA-FORMAT="png" DATA-SIZE="11695" DATA-PHASH="C42F30C71CF187EC" 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03日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677823154239&s=1385f8b5e8375a70c458b7da12915ca8&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4eff7cf3559d13e1901b0414568bb0158af5c2cfc5c5f3870314ef9b6bab477e7a825d731c90da216595d15c1a037f2f15f&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="741" DATA-HEIGHT="482" DATA-FORMAT="png" DATA-SIZE="12538" DATA-PHASH="891F70CF9C91466D" 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03日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677823154587&s=67e39f2fe41f4674a352980ef18ec0fb&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef2cd04c23de61c5234b37bdeda6d10e9c0675ec4ce80c019848562d69cf5756c94b80b7fd61ff0990cbca6bd3cf1995f3&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="681" DATA-HEIGHT="493" DATA-FORMAT="png" DATA-SIZE="12405" DATA-PHASH="08D7E11DBDE3C648" 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03日擒牛姐午后" />

https://mp.dayu.com/dayu/image?t=1677823156922&s=4173f888c12ed1f28076e5dd318c8ab7&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4effd6e5f1d10d4005ccd346e76a7823cbe1bd833757e74fd870eba859a474985b351d3184aa82c13737af8952f50566b54&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="1067" DATA-HEIGHT="548" DATA-FORMAT="png" DATA-SIZE="17992" DATA-PHASH="5333BC0CF1531FA4" 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03日擒牛姐午后" />

其实这里也还有一大批牛股，跑的不比AI慢，而且稳，求稳的，其实可以做这类的，当然今天高潮不适合追。

芯片午后异动

方向上，还是看AI，死就死在上面了。