无论是新型工业化还是华为概念，感觉都成为不了跨节的穿越题材，只有一带一路是有可能的，因为会有持续的消息刺激。
可惜手慢没有买到南方路机。
如果认可一带一路概念，那么做南方路机的补涨是最好的。
达刚控股，低位低价，同逻辑和同题材。
最关键的是 达刚控股原来是叫做达刚路机。
中俄贸易概念：
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