7月26日，三大指数放量下跌，直接一步到位跌倒趋势线，主要杀的是政策打压的抱团的医药白酒，一步到位三大指数均打到趋势线，尾盘在科技股的上攻下收盘均在趋势线上方。目前锂电池高位筹码有松动迹象，可以参考5月的医美尾声，是否见顶还不确定，可以确定的是军工板块建仓明显，今天在指数的压力下，并未攻击成功。连续两天冰点情绪，空头今天释放的比较充分，明天看修复反弹，力度不确定，看锂电池，光伏，科技 谁先领头攻击了。个人比较看好近期发酵的几个板块，储能，钴镍，miniled，龙头有先手的高抛低吸，没有先手的挖掘低位补涨。

最后，机构行情下，接力不好做，紧跟机构步伐，高抛低吸，祝大家发财。

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