A股多板块表现佳，市场情绪回暖

今日三大指数低开后震荡回升，上证收盘逼近零轴，两市成交23547亿，量能减少。两市超3600家待涨，日内情绪不算高但有所回暖。题材表现方面，芯片日内修复佳，新莱应材等多股表现亮眼；稀土永磁是周末发酵方向，表现突出，安泰科技等多股晋级；核电聚焦头部机会，合锻智能等表现好；锂电池6F涨价分支活跃，天际股份等受关注；小金属中白银分支有表现，黄金处偏高位；国产软件冲高回落，股性较差；消费、军工、农业等高开回落轮动，看点不大。后续可关注低位国产科技替代、各板块前排优质票，国际局势影响黄金走向。

股票名称 ["新莱应材","至纯科技","凯美特气","奥普光电","冠石科技","江丰电子","灿芯股份","华大九天","华虹公司","中芯国际","安泰科技","新来福","银河磁体","惠城环保","中国瑞林","北方稀土","中国稀土","华宏科技","包钢股份","北矿科技","九菱科技","合锻智能","永鼎股份","旭光电子","王子新材","东方钽业","联创光电","天际股份","多氟多","天赐材料","石大胜华","白银有色","梅雁吉祥","豫光金铅","西部黄金","步步高","永辉超市","长城军工","北方长龙"]板块名称 ["芯片","稀土永磁","核电","锂电池","小金属","国产软件","消费","军工","农业"] A股市场、板块表现、题材轮动看多看空三大指数低开后震荡回升，两市超3600家待涨，部分活跃题材前排赚钱效应不错，情绪有所回暖，多个板块有较好表现，所以看多A股。

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