大盘缩量调整，但维持9000以上。连板减少。几个方向，一是券商，太平洋炸板，没有给太好的低吸机会，但是如预期一样，出现了活口就是财达。这个是可以做的。房地产，调整走势，国创5连板，按照之前的高度明天差不多了。地产逻辑反转，也没有结束。三是超导。消息前两天就有了，今天发酵。晚上爆吹，明天先观察。消息面上晚上地产和金融方向都有政策消息出来，算是持续的落地消息。明天主要还是看这三个方向。仓位上可以平均分散。

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盘面风云变幻，我们明天见！

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