今天早盘受隔夜消息影响，整体大盘都是低开，低开之后资金选择了防御方向，最明显的就是两会的三胎概念的潜伏，达嘉维康今天开盘直接一字板，悦心健康成功晋级三连板，都在炒作两会的预期，直接带动了整体医药的上涨，所以很明显可以看到涨幅居前的都是医药。
开盘之后资金进攻的赛道，赛道股连续跌了好几天，今天半导体直接发力，但是受情绪的影响，也是高位回落。
盘中资金还去了资源股如煤炭，有色等，能源的上涨必会带动大宗商品带动上涨，本质上来说就是通胀。
农业跟猪肉白酒作为防御性方向，资金去了医药之后，踏空资金去了农业白酒猪肉等，说明市场对未来的不确定存疑，选择确定性的防御方向。
而石油受隔夜期货的大跌，导致整体开盘直接大幅低开，盘中还有部分资金做低吸，想博弈周末消息做周一的溢价。
高位方向：真直科技，浙江建投，宁波能源，仁智股份等大幅下跌，那么对短线情绪上会有影响。
下午的话，情绪依旧会低迷，不会出现指数大涨情况，千万别追高，有资金对自己手里的个股做做T，中午的复盘就是这样，喜欢的点点关注。
风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。
一：隆基股份股吧
人家搞的是长线投资，不是我们小基民玩的模式和小股民的游击战术。不是高位接盘是抢时间潜伏。是看好未来。我个人观点认为高瓴花158亿买隆基股份是把它当作贵州茅台的投资思路战略越买早越好。新能源是全球的茅台，价值投资可想而知。这只是我个人的判断推理，不作投资建议。你又是怎么看呢？也来谈一谈吧！
二：恒宝股份股吧
恒宝股份002104当前没有停牌，当前价格是11.93元，该公司经营正常，目前没有ST风险，也没有破产风险，但该公司股价当前处在下跌趋势，处在下跌中继阶段，多看少动。三：御银股份股吧
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御银股份吧(002177)
御银股份吧
5.56-0.08-1.42%
帖子数2篇
不管教的勇气
影响力注册时长1.8年
发表于 今天 09:31 来自东方财富iPhone版
帖子审核中，仅自己可见
更新于 今天 12:30
已答
神经，比特快破9000了
江義龍
影响力注册时长4.8年
发表于 今天 09:39 来自东方财富Android版
明天区块链应有表现了
股友XJT8rj
影响力注册时长10天
发表于 今天 06:20 来自东方财富iPhone版
帖子审核中，仅自己可见
更新于 今天 06:21
已答
下周一试盘结束、冲6了……
满仓易
影响力注册时长4.2年
发表于 06-15 23:11 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 23:25
已答
最新消息：区块链的应用在医院，看病排队，单据，等方面，将会整体落实！
东方黑鹰
影响力注册时长4.1年
发表于 06-15 21:55 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 21:57
已答
下周公布借壳
随风飘起阳光
影响力注册时长6个月
发表于 06-15 20:12 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 20:12
已答
即将下一个东方通信
股友r4J4dz
影响力注册时长3个月
发表于 06-15 16:57 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 16:57
已答
下心有雷
大霄007
影响力注册时长1个月
发表于 06-15 16:45 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 16:45
已答
不信就跌给你看
发表于 06-15 15:18 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 15:18
已答
和比特币一点关系没有
股网金来十数载
影响力注册时长4.2年
发表于 06-15 10:03 来自东方财富iPhone版
帖子审核中，仅自己可见
更新于 06-15 14:47
已答周一之前能到9000吗
wangwenxue0918
影响力注册时长1.5年
发表于 06-15 13:43 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 13:44
已答
新晨科技，御银股份比特币概念股，周一
发表于 06-15 10:52 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 10:53
已答
五块撑住就不错了，估计到4.5
发表于 06-14 22:16 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-15 10:41
已答
比特币大涨，周一涨停，立帖
强庄入驻专用号
影响力注册时长1.2年
发表于 06-14 10:17 来自东方财富iPhone版
帖子审核中，仅自己可见
更新于 06-15 08:59
已答
今天如果涨停并中途打开三次，会洗掉多少筹码？
西安老兵93
影响力注册时长4.2年
发表于 06-14 19:05 来自东方财富Android版
帖子审核中，仅自己可见
更新于 06-14 19:06
已答
会有第二春吗？
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