【快讯】市场竞价表现割裂，昨日加速个股遭遇兑现，如一鸣食品无溢价，金财互联、熊猫乳品、汉王科技抢跑，华扬联众、山子高科被核。同时，昨日断板个股出现抢筹，如梅雁吉祥、中南股份、汇洲智能等。市场流动性充裕，反核性价比高，断板反包个股增多，部分量化资金加入，如日上集团、梅雁吉祥等。题材线方面，从固态电池到泛消费，前排个股连板，如粤桂股份、广博股份等。
逻辑趋势线适合低吸，如埃夫特、科力传感等。字节旗下AI豆包热度高，三维通信、移远通信涨停，引力传媒反包涨停，AI消费电子爆发，漫步者涨停，天键股份首板。上海+新题材成为日内加分项，上海国资委个股涨停，如金枫酒业。机器人板块强势，宁波精达秒板，爱仕达涨停，巨轮智能、柯力传感等低吸。
- 股票名称 ["一鸣食品","金财互联","熊猫乳品","汉王科技","华扬联众","山子高科","梅雁吉祥","中南股份","汇洲智能","粤桂股份","广博股份","桂发祥","埃夫特","科力传感","日上集团","海能达","日出东方","卓郎智能","华丽家族","华远地产","文峰股份","利欧股份","奋达科技","三维通信","移远通信","引力传媒","漫步者","天键股份","星宇科技","乐鑫科技","亚康股份","海天瑞声","金枫酒业","宁波精达","爱仕达","巨轮智能","柯力传感","建设工业","禾川科技"]
- 板块名称 ["固态电池","谷子","泛消费","逻辑趋势","断板反包","大容量断板反包","AI豆包","字节产业链","端侧AI消费电子","上海+","机器人"]
- 关键词 断板反包、流动性充裕、量化加入
- 看多看空 ["市场流动性充裕反核有较高性价比，部分资金乐于去反核，断板反包走出赚钱效益后，部分量化也加入了行列，导致断板反包的个股增多。"]
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