特朗普表态适时结束对伊军事行动，全球市场反应强烈，美股转涨，日股涨3%，油价大跌，科技板块反弹力度大。今日A股可关注科技方向。周末openclaw带动大模型方向走强，需关注其持续性。当前市场有三条主线：一是算电协同，“算电协同”写入 *** 工作报告，算力需求爆发，电力配套成刚需，相关概念股受关注；二是超跌科技成长，美股反弹、国内情绪回暖，短期超跌反弹，中期逻辑不变，机构回补推动股价回升；三是高股息+资源防御，地缘降温，南向资金流入，业绩稳健，防御属性强。
股票名称 ["拓维信息","首都在线","优刻得","顺网科技","国电南自","三变科技","南网数字","迦南智能","银星能源","首航新能","美利云","新特电气","科力股份","中际旭创","华工科技","澜起科技","联特科技","北方华创","中微公司","盛科通信","兆易创新","北京君正","普冉股份","中国神华","陕西煤业","兖矿能源","国投电力","华能国际","中国海油","中国石油"]板块名称 ["算力租赁","电网设备","储能","绿电","光模块","算力芯片","半导体设备","半导体材料","存储芯片","煤炭","电力","公用事业","油气"] 科技板块、算电协同、超跌反弹看多看空 全球市场向好，科技板块反弹力度大，A股科技板块有联动效应；算电协同有政策背书、资金验证和美股映射，业绩确定性高；超跌科技成长因美股反弹、国内情绪回暖、业绩窗口等因素迎来修复行情；高股息+资源防御板块在市场震荡时有防御属性和业绩托底。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担