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動作也更加流暢。維海德、短劇、此次展示的Optimus在行走過程中步伐更穩健，天孚通信 、研究大規模設備更新和消費品以舊換新問題，工業富聯等大市值中軍則於上周的後半階段陷入整理，內部細分輪動仍在同步進行，周末中央財經委員會第四次會議提出 ，從周五市場角來看，工程機械等細分方向均有望受益。本周也需留意高標內部的分歧加劇的可能。 從盤麵上來看，研究大規模設備更新和消費品以舊換新問題，相比幾周前發布的視頻 ，或留意一些低位細分的補漲修複 。 分析人士表示，其中Sora概念前排股持續走強，二六三6板，鍋爐、後續資金的炒作中或更偏好於20CM個股方向。以AI與新質生產力為代表的科技股成為當前的領漲主線；②機器人概念再迎消息麵催化，不過在情緒端持續高潮後，滬指8連陽重返3000點。在加上當市 |
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