指数今天震荡，个股分歧

成交量缩量到9500亿，个股35%上涨，又有点回到电风扇行情

明天回踩五日线，还是看多做多的

方向，还是围绕主线做，成交量并没有持续放大，还是围绕主线做安全些了

https://mp.dayu.com/dayu/image?t=1690886257997&s=1f94864c7434f50df6a681dd0d9cb1a4&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef9e081c4da48eaa7a7d72f64585c7e8784fccec3ed7a375e3c566276fa6fd3fdd8101e68e8977c84233d8f7ff8d237497&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="554" DATA-HEIGHT="471" DATA-FORMAT="png" DATA-SIZE="104603" DATA-PHASH="7E51514515BE15EA" 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01日擒牛姐复盘" />

https://mp.dayu.com/dayu/image?t=1690886259565&s=0c33720eea4df36ec3094b53ff51cd06&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efedabd38c54292785d2a9d197691fcbf0de7cff0026f2a36a68676aca5e94f5c8260f779a074ed4f1f82086a3f40787e8&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="554" DATA-HEIGHT="442" DATA-FORMAT="png" DATA-SIZE="76366" DATA-PHASH="C7C634313146DEB9" 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01日擒牛姐复盘" />

早一天买可能会被洗，但是昨天开盘买是真的躺赢了，昨天买，今天卖，收益25%+，什么都有了，趋势出来了，二波了，有的人可以继续捂着了，对着五日线看。

https://mp.dayu.com/dayu/image?t=1690886259824&s=fcb6027e70fb6f845fc57619afe4bb80&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efff588f81372e9bde7a67f05b9ec2a0b10651512dbd4aec948dbb0d3269ded8a8589bbe771ab8b3b179826f1e6c2b047c&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="518" DATA-HEIGHT="444" DATA-FORMAT="png" DATA-SIZE="29054" DATA-PHASH="217995878ED57439" 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01日擒牛姐复盘" />

开盘观察的，日内肉4%，早上低开2.12%，，冲高回落，明天还是看反包。

https://mp.dayu.com/dayu/image?t=1690886260104&s=fd87954708bdf406eb41b983ee807208&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efadc8d726021cde71bc01c4b9bb183172356e8888757d4caaa7204d52e49c4b31cf6ea428389fb1dfa7380f9606edbbaa&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="499" DATA-HEIGHT="381" DATA-FORMAT="png" DATA-SIZE="24028" DATA-PHASH="E0B07E17A374542F" 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01日擒牛姐复盘" />

开盘观察的日内肉1%，走的有点弱了，明天还不能突破20日线就撤了

https://mp.dayu.com/dayu/image?t=1690886260406&s=5e73317984e393a444517475eae521bd&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef68a13068d093fb483625cc2970337d69f8e0544feec4d058da23805bb7230086353645daf2aed40bfecdd35867cbc33e&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="482" DATA-HEIGHT="492" DATA-FORMAT="png" DATA-SIZE="31346" DATA-PHASH="3B5417B247D46729" 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01日擒牛姐复盘" />

开盘观察的，日内肉3.5%，，封板三次都没有封住，有点可惜，成交量爆量，明天依旧有反包预期，最坏看震荡了。

明天的话，核心还是聚焦主线去做，轮动搞AI的反弹，难度太大了，好比剑桥科技前几天那么强势，今天CPO的反弹都轮不到他做龙头，那还玩个毛了。好歹天孚通信也涨了9%，中际旭创也涨了5%

明天标的留意：

https://mp.dayu.com/dayu/image?t=1690886260648&s=594f405a1ce925e1b72ee4da5748cc20&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef21900f716a8acf90f304e41ef48890e722f4fd2994dcb2a7bffcb078521f912b326ca99cee68044a4090146c7e528496&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="527" DATA-HEIGHT="427" DATA-FORMAT="png" DATA-SIZE="27750" DATA-PHASH="3F80D7868F541739" 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01日擒牛姐复盘" />

北京房地产，今天午后封三连板，两次都被砸，第一次1.5亿，被砸后加到2亿，还是被砸死，说明资金有心做多的，明天如果被核了，割肉盘出来，可以观察下低吸机会，7.2附近就有性价比了。

https://mp.dayu.com/dayu/image?t=1690886261014&s=48b4a8fb98ee378e91d5031d0c664b88&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4ef2753db2ee23464b116d92110f6b9525459f23765010ef5e0ff18699e038e1096376c9d8bf09bd85d2ae08602133e053d&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="554" DATA-HEIGHT="498" DATA-FORMAT="png" DATA-SIZE="50577" DATA-PHASH="86334944739FE06F" 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01日擒牛姐复盘" />

互联金融+次新+新高，今天金融股唯一逆势更屌的品种，走出超预期的走势，明天开盘观察下，而且他离严重异动更远

https://mp.dayu.com/dayu/image?t=1690886261788&s=d3d1a0f2279d0d5ab5e4fecf881f3783&p=95a1f4676e59df62512298bbc5fd7f4ed0372e3c8bffc14f54833e09b46de4efe88338b67f1793594e69c870bf68e0d58fe775357faba704de0ac03dd31b6ca4d12ef182833dc2fca539da003bcc6cf0&w=3310df90a8c3abf931c10418091945e4" UPLOADED="1" DATA-INFOED="1" DATA-WIDTH="554" DATA-HEIGHT="406" DATA-FORMAT="png" DATA-SIZE="67242" DATA-PHASH="F80773DA8C72670C" 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01日擒牛姐复盘" />

汽车的龙头 ，她的走势和金科股份有点类似，都是超跌底部启动，都是重组预期，都是板块龙头，都是换手走几波上来，现在轮到他走加速，明天开盘观察了。