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![](https://jiucaigongshe.oss-cn-beijing.aliyuncs.com/merchant/1670265504296c81e728d9d4c2f636f067f89cc14862c.png?x-oss-process=image/auto-orient,1/watermark,type_ZmFuZ3poZW5naGVpdGk,size_13,text_6Z-t56CU5YWs56S-77yaQOWmluS6jOePremVvw,color_FFFFFF,shadow_50,t_100,g_se,x_16,y_16)
![](https://jiucaigongshe.oss-cn-beijing.aliyuncs.com/merchant/1670265507841eccbc87e4b5ce2fe28308fd9f2a7baf3.png?x-oss-process=image/auto-orient,1/watermark,type_ZmFuZ3poZW5naGVpdGk,size_11,text_6Z-t56CU5YWs56S-77yaQOWmluS6jOePremVvw,color_FFFFFF,shadow_50,t_100,g_se,x_16,y_16)
【盘面总结】早盘地产脉冲回头,抗原直接崩,国改攻击力都不错,预计可以延续1-2天。近期板块轮动加快,预期明日消费回流【操作总结】昨日计划的中广天泽、嘉事堂、廊坊发展都不符合预期没上。安奈儿:竞价,-5%分别加仓,坚信妖股的力量;三元股份:板块表现不错,可惜没卡位上去,没想到自己这么拉胯中国海诚:盘中国改发酵+夫人预判基建+啤酒如意集团:安奈儿补涨票,板上买的【计划预选】
香溢融通:大金融+央企都强,卡位,打板上,换手5亿左右。
药易购:嘉事堂超预期高开,药易购可套利
数字经济龙头没法买了。基建+中字头已经在手上。妖股也在手上。【持仓计划】安奈儿:加仓过重,适当减仓1/4。中国海诚:10点前不板,减1/4。剩下拿10:40如意集团:补涨套利预期,拿10:40