「市場反彈中!把握科技股投資機會」

市場維持震蕩向上的反彈結構 留意泛科技方向中的輪動性機會

**導讀**:① 今日指數大概率會高開,關鍵看高開后的承接情況;② 機器人概念股分歧加劇但仍留活口,行情面臨方向選擇,關注能否開啟二波,否則需留意核心標的回踩低吸機會;③ 半導體芯片持續活躍,中芯國際帶動炒作熱度,AI 端側芯片強勢,前排高標打開市場高度,有望延續趨勢行情,關注設備、材料等細分補漲機會。

上周五市場雖有所沖高回落,但三大指數依然全線收紅,整體延續震蕩向上的走勢。隨著中美關係緩和的預期,今日指數大概率會高開,關鍵在於高開后的承接情況。如果高開后能持續吸引增量資金,短線反彈仍值得期待;反之,則需警惕可能出現的沖高回落。

從盤面來看,作為近期市場資金認可度較高的方向之一,機器人概念股雖然內部分歧加劇,但仍然保留活口,金奧博在上周五成功晉級,成為當前市場唯一一只7板高標。整體而言,機器人行情至今或面臨新一輪的方向選擇,能否進一步放量強化,從而開啟二波漲勢仍需關注,否則短線回調修正可能會被拉長,屆時需留意核心標的的回踩低吸機會。

半導體芯片近期持續活躍,上周五核心企業中芯國際在港股與A股盤中雙雙快速拉升,再度引發市場對半導體板塊的炒作熱度。近期AI端側芯片表現強勢,包括潤欣科技、移遠通信、瑞芯微等均相繼刷新階段新高。因此,在前排高標成功打開市場高度的背景下,該方向仍有望延續趨勢性行情。此外,中芯國際近期持續受到資金青睞,或意味著市場對半導體自主化的邏輯進一步加強,未來仍可沿著這一邏輯尋找設備、材料等細分方向的補漲性機會。

此外,大金融方向仍然不可忽視。一方面,上周五先行分歧整理,今日會有一定的回流預期。另一方面,近期不少券商開始預披露業績,受益於924行情,15家券商的業績普遍增長,其中中信證券217億淨利穩增10%,招商證券104億增近兩成。根據此前的行情,若指數想要進一步向上沖高,大金融仍是資金所繞不開的方向,金融科技或可作為短線彈性的題材方向進行關注。

這篇文章指出了當前市場的幾個關鍵點,特別是在機器人概念股和半導體板塊的輪動機會上。隨著科技股的持續走強,我們可以看到市場在尋找新的增長點,特別是在全球科技競爭加劇的背景下。中芯國際的表現不僅反映了企業自身的增長潛力,也顯示了市場對於自主半導體產業鏈的期待。未來,投資者應該關注這些行業的發展趨勢,並根據市場情況靈活調整自己的投資策略。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

🎨 Nano Banana Pro 圖像生成器|打幾句說話就出圖

想畫人像、產品圖、插畫?SSFuture 圖像生成器支援 Flux Gemini Nano Banana Pro 改圖 / 合成, 打廣東話都得,仲可以沿用上一張圖繼續微調。

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Prompt (Enhanced, Artistic & Detailed):

A young Asian female inspired by "Imada Mio's" delicate doll-like aesthetic (精緻洋娃娃臉), featuring extraordinarily large, round, and soulful eyes with subtle brown irises, framed by long fluttering lashes. Her face is petite and exquisitely shaped with a defined V-line jaw, soft rosy cheeks flushed with youthful vitality, and plush, natural lips softly parted in a gentle, innocent yet slightly flirtatious expression. Her complexion is luminous and porcelain-smooth.

Her hair is long, dark chocolate brown, and styled in an artfully messy “just woke up” look (剛睡醒的凌亂感), with tousled waves and a touch of natural volume that frames her face and cascades down her shoulders, effortlessly blending wildness and charm.

She wears an oversized, semi-sheer white button-down shirt in a borrowed-from-the-boyfriend style (男友風白襯衫); the shirt slips loosely off her slim shoulders, unbuttoned at the top to reveal graceful collarbones and a hint of décolleté. The hem of the shirt falls mid-thigh, creating a tasteful "bottomless" look (下衣失蹤風格), her bare legs just visible beneath the diaphanous fabric, enhancing a pure yet subtly sexy visual impact.

The image is rendered with a high-key, natural daylight aesthetic reminiscent of Japanese gravure photobooks (寫真集風格): bright, airy lighting softly illuminates her features, casting gentle highlights and diffuse shadows for a dreamy, ethereal effect. Skin is rendered creamy and velvety with impeccable smoothness. The color palette echoes Fujifilm PRO 400H—soft, milky tones with delicate pastels, gentle greens, natural skin, and a nostalgic film grain that adds warmth and authenticity, evoking an elegant, fresh, and intimate atmosphere.

She is posed naturally, perhaps seated on light bed linens or by a sunlit window, exuding a blend of youthful innocence, pure allure, and quiet confidence. Hyper-detailed, cinematic composition, fine-tuned for photorealism yet with a subtle artistic charm. Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a ultra-sharp studio portrait of a confident woman kneeling on the floor with her body slightly leaning back, her right hand gently touching her hair, and her left arm resting on her bent knee. She is dressed in a sleek, strapless black bodysuit that accentuates her figure, paired with elegant black patterned lace pantyhose that add texture and sophistication. She wears a pair of classic black high heels, elevating her posture and emphasizing her elongated legs. The background is a seamless, pure white studio backdrop, providing a clean and minimalist aesthetic that directs full focus to her form and attire. *** The lighting setup is soft, evenly distributed, with a diffused key light positioned to the left, casting gentle shadows that sculpt her contours and highlight the intricate lace pattern of her tights. The overall color palette is monochromatic, emphasizing blacks and whites to create a timeless, sophisticated mood. The composition is carefully balanced, capturing her from the waist up in a slightly angled pose that accentuates her curves and confidence. Use a professional camera with a 85mm or 50mm lens at wide aperture (f/1.8 to f/2.😎 for a shallow depth of field, ensuring crisp detail on her outfit and pose while softly blurring the background. Post-process minimally to enhance clarity, contrast, and natural skin tones, maintaining a polished, elegant, and modern aesthetic suitable for fashion or editorial photography. Base Setup
keep 100 percent facial information adherence of the attached image and turn her into a lone night hiker standing in the shallow river at the mouth of the canyon, captured as a live action photograph or movie still, not an illustration or CGI render, with an alluring, confident, quietly sexy mood.

Shot and Camera
Three quarter body shot from slightly low height on the riverbank, placing her on the left third while the water leads into the dark canyon and the star filled sky dominates the top of the frame, preserving the original wide vertical composition.

Identity and Pose
She has a slim athletic build, natural proportions, medium length loose hair, and lightly tanned skin, 8k Photorealistic and hyper realistic. She stands barefoot in the water with one leg forward, hips relaxed, wearing a fitted cropped technical top and separate high waisted trail shorts with an open lightweight jacket slipping off one shoulder, one hand loosely holding a headlamp at her side and the other brushing hair from her face as she looks up at the stars.

Lighting and Environment
Keep the soft starlight and faint glow from the distant horizon, giving a gentle rim on her shoulders and hair while a subtle fill from the reflected sky reveals her features. The canyon walls, river reflections, pebbled shore, and dense star field stay exactly like the reference, with small ripples around her feet grounding her in the water.

Masking and Constraints
Change only by adding the subject and her outfit, keep lighting, perspective, white balance, canyon geometry, and river reflections the same, with realistic scale, body proportions, and clear contact between feet and water surface. Change only the requested element and keep lighting, perspective, white balance, pose, face geometry, body proportions, and silhouette the same, and absolutely avoid added text, painterly or toon styling, CGI look, blown highlights, banding, plastic skin, overly tidy backgrounds, or floating feet while requiring consistent perspective, consistent white balance, subtle film like grain, and physically correct contact shadows and reflections.