广州山体滑坡2人遇难

华泰:“超级周”打开A股结构调整空间_蜘蛛资讯网

登泰山易 住泰山难

;证券日报网讯 10月21日晚间,协创数据发布公告称,公司及子公司未对合并报表外单位提供担保,公司不存在逾期的对外担保事项,不存在涉及诉讼的担保及因担保被判决应承担损失的情况。(文章来源:证券日报)

其或主要集中于:1)科技:AI算力侧,存储芯片、光纤光缆、AI服务器、IDC运营商或仍具备一定补涨空间;应用侧,SOC、智能驾驶、人形机器人回调或已相对充分且景气出现一定改善迹象;2)产能出清:基础化工中氯碱、氟化工、钾肥等板块在本轮上涨行情中涨幅相对居后;3)自主可控:阅兵催化下,半导体、航空装备等方向或具备一定弹性。  配置:关注景气改善的板块及部分潜力高股息品种  短期A股或进入波动率放大的

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