高位热门不要碰

上周A股市场波澜不惊，但成交量却相较以往显著放大，盘面看最为典型的特征是上证主板明显转强，而创业板指数依旧疲于寻底。在大金融、新基建等低位板块带领下，上证指数一度冲高至3600点高位，随后出现一定回落，前期热门板块如光伏、锂电、工业母机等大热倒灶。由于上证指数整体估值较低，未来向上概率大于向下概率，精选个股才是王道。

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