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一 | 本篇评级为★★★,主要围绕以下内容展开:
1. 大资金托底暂停,意味着什么?
2. 科技赛道压力未完全解除
3. 美国绸缪仿制药加关税,会冲击创新药复苏行情吗?
如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。 (ECNS) -- The Swift Eagle 2026 joint training for airborne troops from China and Belarus concluded on Monday at a training center of the Chinese PLA Air Force, according to the Ministry of National Defense. Troops from both sides operated in mixed task groups during the preliminary training. They conducted specialized training on designated subjects, standardized procedures for coordinated operations, and refined tactics, in a bid to sharpen their capabilities in joint counter-terrorism operations. During the joint training, soldiers from both countries also participated in seminars, sports competitions, and cultural exchanges to strengthen mutual understanding and trust. This event marked the fourth Swift Eagle training, which serves as a vital platform for China-Belarus counterterrorism cooperation and plays a key role in safeguarding regional stability, the ministry said.
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新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。
1. 大资金托底暂停,意味着什么?
今天市场盘面发生了明显变化:前两天积极入场托底的国家队资金,从昨天至今出现了交易停顿。从头部的几个ETF基金可以看出,前几天还在大量买入,昨天到今天基本按兵不动,形成了鲜明对比。
这反映出国家队对当前市场的真实态度:当市场出现恐慌式下跌、易引发系统性风险时,国家队会坚决入场遏制螺旋式下降;但当市场处于自我恢复阶段时,本着节约子弹的考虑,国家队乐见其成,不再过多参与。这也决定了未来国内市场的修复不会是一飞冲天式的,而是要经历几次波折。因此,参与过程中要有心理准备,甚至可稍微谨慎一点。
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Published on:08:38:40