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券商晨会精华：超跌反弹蓝筹白马不宜追高 科技成长未来仍有表现空间

　　财联社8月4日讯，昨日大小指数小幅回调，沪指跌0.47%，创业板指跌0.46%，两市成交额突破1.4万亿元，连续第10个交易日破万亿，个股涨跌参半，整体呈现板块分化、高低切换格局。高位热门赛道股全线重挫，半导体芯片、锂电、光伏全天大跌，盐湖提锂、锂矿、储能、光刻胶、稀土永磁、新能源车等板块大面积跌停，霸屏跌幅榜；低位政策友好型赛道股持续爆发，工业软件、智能制造板块多股涨停，汽车芯片、游戏股则遭重击，两板块午后快速跳水。受疫情反复影响，医药股全面爆发，CRO、抗病毒概念股等大幅走高。盘面上，新冠检测、医疗器械、生物疫苗涨幅居前，盐湖提锂、光刻胶、钠离子电池等跌幅前列。
　　隔夜美股三大指数集体收涨，纳指涨0.55%，道指涨0.80%，标普500指数涨0.82%创收盘新高。中概手游股普跌，网易跌超11%，哔� ....

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八大券商主题策略：油价走出至暗时刻！全面看多煤炭股 采掘类龙头名单 _ 东方财富网

八大券商主题策略：油价走出至暗时刻！全面看多煤炭股采掘类龙头名单 _ 东方财富网
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