泛金融方面，证券可逻辑配置

今日市场呈现积极态势，指数反包，成交额达1.84万亿，收复3600点，情绪修复，4000多只个股红盘。早盘雅电大幅分歧后长腿回流，海南板块批量涨停。券商全天强势，尾盘继续发力，有色板块走强，涉及稀土、锂矿等。医药、军工等板块轮动，大票趋势仍是最强风格。民爆、TBM方向表现突出，水泥、减水剂、基建等分支也不错。早盘开盘杀跌完成首次大分歧后日内回流，换手票参与度或高于一字票。泛金融方面，证券可逻辑配置，稳定币关注东信和平、天阳科技。有色板块聚焦稀土、锂、钴相关个股，海南板块暂不关注。

股票名称 ["雅电","新易盛","北方稀土","中铁工业","铁建重工","中钨高新","山河智能","恒立钻具","中国电建","中化岩土","中国能建","西藏天路","华新水泥","苏博特","高争民爆","保利联合","深水规院","南方路机","西藏旅游","韩建河山","西宁特钢","浙富控股","中银证券","中信证券","东信和平","天阳科技","盛和资源","包钢股份","广晟有色","金力永磁","三川智","天齐锂业","华友钴业"]板块名称 ["泛金融","券商","稳定币","有色","稀土","锂","钴","基建","水泥","减水剂","民爆","TBM"]指数反包、情绪修复、风格趋势看多看空 内容中提到指数反包、情绪修复，4000+红盘，且认为指数走慢牛，证券可用来冲关或提振信心，各板块表现活跃，整体市场呈现积极态势，所以看多A股。最强风格和讯自选股写手风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保证和承诺。

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担