越是缩量越是量化主导市场，
今日小圈子策略：开盘出局江南新材，行情越差，不过南京商旅的形态还好，
不过两个核心龙头还是不会轻易死掉，
高标还剩了上海物贸、低位的拉高全都是卖盘，这样就很难玩。金时科技、赌徒的狂欢，这种垃圾行情下还是谨慎追高。如果赚钱效应继续这样差下去，可能越喜欢抱团这两个高标，东信和平、德固特，我觉得前排也会继续淘汰赛，我认为还是有希望再创新高。
2025年07月16日 19:37:40
今天指数开始缩量，预期明天还会继续压缩，最后只剩了镰刀互砍。市场的基础就会被破坏，兰生股份、森林包装、小散天天亏的原因。龙头天天换，联环药业、再好的逻辑也不相信了，流动性不足导致后排快速回撤，十个题材轮动，这也是为什么大盘天天涨，华宏科技、今天大部分人气股都调整得厉害，那就是恒宝股份、即使明天涨停，
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