今日指数延续强趋势，但个股普跌，创业板和科创板领涨。国产AI硬件等方向领涨，中韩自贸区等板块领跌，芯片板块分化。两市3800多家下跌，成交2.4万亿，较昨日小幅放量。 市场方向杂乱，持续性偏差，科技方向较好。有色金属板块值得重视，当前低估排序参考为银、钴＞金、铜、铝、钢铁。铜因事故及行业表态或大涨，关注洛阳钼业等；银价创新高，关注湖南白银；钨精矿提价，关注翔鹭钨业等。钴供给收缩，25 - 26年或短缺。 此外，被低估的华勤技术今日新高突破，值得关注。
股票名称 ["骄成","神工","长盈","立昂微","中电鑫龙","沃尔","沪硅","阳光","宁德","领益","海光","曙光","赣锋","洛阳钼业","北方铜业","紫金矿业","湖南白银","华钰矿业","华友钴业","中钨高新","厦门钨业","章源钨业","翔鹭钨业","华勤技术","浪潮","八一钢铁","华菱钢铁","重庆钢铁","腾远钴业","力勤资源","神火股份","天山铝业","江西铜业股份","中国有色矿业"]板块名称 ["国产AI硬件","AI应用","铜缆","可控核聚变","短剧游戏","有色金属铜钴","盐湖提锂","服务器","中韩自贸区","航运","新疆","养殖","芯片","光刻机","硅片","封测","设备","有色金属","稀土","铜","银","钴","钨","铝","钢铁"]有色金属、科技板块、华勤技术看多看空 市场虽个股普跌，但双创板块持续强势，成交量相对昨日小幅放量。有色金属板块受多种因素催化，如铜矿事故、金属涨价、美联储降息预期等，多个金属细分方向有上涨趋势和投资价值。科技方向的AI和国产算力硅片等硬科技持续性较好。同时，华勤技术等部分个股也有较好的发展逻辑和估值提升空间，综合来看对A股看多。重视这个方向！和讯自选股写手风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担
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