今日为最后一个出金日，有准备持仓过年的资金回流配票，量能稍放大。创业板强于沪指，以算力为核心的板块大涨，整体呈指数震荡、题材轮动格局。题材方面，算力大涨，应用、有色、玻纤等板块轮动。市场情绪因板块而异，今日在算力板块的投资者感受较好，影视和航天板块表现不佳。文中还列举了各板块相关标的，如算力板块的液冷、cpo、数据中心等细分领域，以及玻纤、电、应用等板块的相关个股。对于持仓还是持股，无明确卡点，作者个人选择持股过节，采用持仓波段躺平应对震荡趋势，破趋势前不大幅调仓，强调文章仅为个人复盘，不构成投资建议。
股票名称 ["巨力索具","天际股份","横店影视","光线传媒","博纳影业","航天工程","再升科技","金牛化工","协鑫集成","大元泵业","川润股份","英维克","申菱环境","天孚通信","长芯博创","罗伯特科","炬光科技","致尚科技","环旭电子","大位科技","东方国信","东阳光","优刻得","网宿科技","首都在线","海量数据","协创数据","芯原股份","晶晨股份","宏和科技","中国巨石","中材科技","国际复材","山东玻纤","望变电气","四方股份","东方电气","应流股份","中恒电气","科士达","利欧股份","蓝色光标","昆仑万维","德才股份","掌阅科技","翔鹭钨业","章源钨业","中钨高新","盛和资源","帝尔激光","双良节能","拉普拉斯","招商轮船","中远海能","招商南油"]板块名称 ["算力","应用","有色","玻纤","光伏","航运","电"] 算力、题材轮动、持股过节看多看空 有准备持仓过年的资金回来配票，量能稍微放大，创业板强于沪指，以算力为核心的板块大涨，虽整体是指数震荡、题材轮动格局，但有资金流入和板块表现，所以看多。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担