2026-01-26 08:17:09 智选 韭研公社微信号
明日看好多个方向：商业航天领域，马斯克推进 SpaceX IPO，其与特斯拉计划建光伏产能，中科宇航辅导完成；半导体方面，CPU 涨价、台积电表现佳、国家大基金增持中芯国际；大消费有贴息政策延期和长春节假期；AI 应用、机器人、电网、有色等也各有动态。公社热议相关概念受益股。周观点显示上周建材表现好，下周关注消费建材、太空光伏、新材料、建筑大票等方向，还有相关调研安排。此外，元宝 2 月 1 日开启新春分 10 亿现金活动，拉开春节 AI 竞赛序幕，投资建议关注 C 端流量入口、生产力工具及 B 端高数据壁垒厂商。
股票名称 [ " 宇晶股份 "," 钧达股份 "," 沃格光电 "," 亿晶光电 "," 拓日新能 "," 巨力索具 "," 中超控股 "," 润贝航科 "," 西部材料 "," 隆华新材 "," 浙文互联 "," 越剑智能 "," 志特新材 "," 真爱美家 "," 华媒控股 "," 华夏幸福 "," 鑫铂股份 "," 奥海科技 "," 云中马 "," 科顺股份 "," 东方雨虹 "," 中国化学 "," 上海港湾 "," 旗滨集团 "," 金晶科技 "," 三棵树 "," 坚朗五金 "," 兔宝宝 "," 北新建材 "," 森特股份 "," 凯盛科技 "," 福莱特 "," 信义光能 "," 宏和科技 "," 国际复材 "," 菲利华 "," 中材科技 "," 中钨高新 "," 国瓷材料 "," 泛亚微透 "," 山东路桥 "," 四川路桥 "," 凯伦股份 "," 世名科技 "," 长盈通 "," 科大讯飞 "," 快手 "," 阿里链 "," 字节链 "," 金山办公 "," 合合信息 "," 福昕软件 "," 鼎捷数智 "," 拓尔思 "," 卓易信息 "," 汉得信息 "," 税友股份 "," 中控技术 " ]
板块名称 [ " 商业航天 "," 半导体 "," 大消费 ","AI 应用 "," 机器人 "," 电网 "," 有色 "," 建材 "," 新材料 "," 电子布 " ]
A 股行情、产业利好、投资机会
看多看空 内容中各板块均有利好消息，如商业航天有 SpaceX 的 IPO 计划、新增卫星部署申请获批等；半导体行业 CPU 涨价、企业营收利润创新高等；大消费有消费贷款贴息政策延长和长春节假期；各板块积极发展态势预示 A 股市场向好，所以看多。
新一轮流量入口争夺
和讯自选股写手
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