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DOGE $0.0636 -5.28%
ADA $0.1684 -2.74%
BCH $217.30 -5.60%
LINK $9.73 -3.73%
HYPE $70.59 -2.22%
AAVE $110.71 -6.78%
SUI $0.7739 -5.53%
XLM $0.1427 -2.78%
ZEC $932.17 -5.50%
AAPL $356.96 +0.29%
AMZN $267.89 +0.60%
GOOGL $299.80 +1.48%
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SPCX $140.04 +0.04%
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AMD $573.37 +1.62%
BTC $68,730.28 -6.78%
ETH $1,933.98 -5.74%
BNB $634.84 -6.35%
XRP $1.00 -3.62%
SOL $78.39 -5.73%
TRX $0.3113 -1.87%
DOGE $0.0636 -5.28%
ADA $0.1684 -2.74%
BCH $217.30 -5.60%
LINK $9.73 -3.73%
HYPE $70.59 -2.22%
AAVE $110.71 -6.78%
SUI $0.7739 -5.53%
XLM $0.1427 -2.78%
ZEC $932.17 -5.50%
AAPL $356.96 +0.29%
AMZN $267.89 +0.60%
GOOGL $299.80 +1.48%
MSFT $520.64 -0.13%
META $624.46 -0.72%
NVDA $163.10 +0.97%
TSLA $397.57 +2.48%
SNDK $919.18 -4.13%
INTC $60.68 -0.36%
SPCX $140.04 +0.04%
MU $789.47 -0.41%
AMD $573.37 +1.62%

中泰证券:后续市场风格依然是科技扩散而非风格切换

2026-06-28 18:40:18

ChainCatcher 消息,据金十报道,中泰证券研报表示,整体而言,未来一两周市场大概率维持底部明确,震荡蓄势的格局。重要 IPO 上市后,随着市场不确定性落地、情绪面修复,市场有望迎来一轮前高/新高的行情。后续市场风格依然是科技扩散而非风格切换。

一、科技方面关注:存储与半导体设备、海外算力链。存储与半导体设备是当前确定性最强的方向。

二、非科技方向:新能源、AI 相关新材料与小金属、工程机械、券商。新能源方向上,AI 算力扩张带来的用电需求与出海逻辑构成中期支撑。AI 相关新材料方面,覆铜板 CCL 涨价螺旋已经开启。券商受益于 IPO 跟投及市场交投活跃,仍有波段机会。

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