昨日市场情绪低迷，上涨家数仅890家，但今日市场迎来反弹，上涨家数达3515家。早盘实益达、中百集团一字板，电光科技快速反核地天板，显示情绪修复。趋势股如沃尔核材、博创科技等快速拉升，高速连接、服务器电源等板块走强。算力板块表现突出，小米搭建GPU万卡集群的消息进一步刺激市场。AI硬件板块涨幅居前，铜缆高速连接板块涨幅第一。消费板块中，微信小店、抖音随心送等概念股表现活跃。微盘股指数今日也迎来反弹。市场情绪好转，情绪投机与逻辑趋势均有赚钱效应。
- 股票名称 ["沃尔核材","博创科技","科泰电源","兆龙互连","电光科技","实益达","中百集团","鑫科材料","华脉科技","通鼎互联","宝胜电子","天正电气","潍柴重机","华丰股份","神驰机电","欧陆通","麦格米特","英维克","科华数据","科士达","海鸥股份","润和材料","东阳光","青木","线上线下","凯淳股份","环球印务","华扬联众","昇兴股份","永辉超市","东百集团","南宁百货"]
- 板块名称 ["AI硬件","算力","铜缆","AEC","电源","液冷","消费","微信小店","抖音随心送"]
- 算力、趋势、反弹
- 看多看空（看多） 市场情绪好转，情绪投机跟逻辑趋势都会有赚钱效应，逻辑票的容错率相对更高一些。
和讯自选股写手
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