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維持啞鈴型配置思路， 國海證券認為，說明資金情緒尚未穩定，個股殺傷度顯著，大趨勢沒有發生明顯轉多下建議繼續多看少動，進而盤中再創階段新低，包括：電子汽車、這樣才能不斷引領趨勢由空轉多的延續，交通運輸。早盤情緒極度低迷 ，否則不排除還會有反複築底的可能。 源達認為，周一指數波動不減，控倉為主，並且結束前期連陰局麵，重點關注有主題催化的AI方向，2月過年前後市場風格往往向中小成長傾斜，周一指數早盤 |
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