为什么看好科技股？1、国产替代(市场化替代)一个是华为每年采购额超百亿美元，对替代公司业绩贡献明显！另一个是日韩贸易争端事件，加速企业供应链的丰富性；2、自主可控（行政性替代）国企、行政机构，对电脑、服务器上的软硬件，率先进行国产替代；3、科技股业绩拐点半年报证实通信、半导体、电子等科技行业出现拐点；
shuoming：fenliqijian、pcbdengbingmeiyoujiajinqu，qita5g、dianzi、jisuanjidengkejigu，youxuyaodehua，zailingxingbuchongwanshan。
zuihoushigeguxuanzeshang，keyianyixiabiaozhun：
1）shouxuanbileigao、saidaohaodelongtougongsi，tebieshijuyouquanqiuxingjingzhengyoushideqiye；
2）maolilvjiaogaodeqiye；（xiangtongdeyingshou，nengyougenghaodeyeji）
3）zhongbaoyejichuxianguaidiandegongsi；
4）shichangxuqiujiaoguang，huoguochan（huawei）tidaixuqiujiaodade，burongyishouzhouqiyingxiang；
很多头部的qiye，douyijingchuxianlefanbeidezhangfu，buxihuanzhuigaode，keyiguanzhuzhongshangyoudexinpianfengzhuang、shebei、cailiao。jintiankechuangbandazhang，lingzhangdeyeshixinpianlidelexinheanjikeji，yejianjiedishuoming，kejifeichangqiangshi。
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9月2日数据概要一览
1、大资金都在买什么（成交额排行榜）
2richengjiaoepaixingbangkaoqiangegu：dongfangcaifu、hudiangufen、zhongguozhangcheng。
weidajiashulilemuqianyijingshangshidexinpianbandaotixingyezhong，zhenzhengyongyouhexinjishu，zaigezixiangguanxifenlingyu，jishushuipingguoneidingjian，quanqiuxianjindexinpiangu。gongyou10zhi。
zhei10zhixinpiangu，paimingbufenxianhou，shimuqianyishangshidebandaotixinpianxingyezhong，zhenzhengyongyouhexinkejideqiye。nikeyikanxiazhei10zhigupiaodezoushi，meiyizhidoushijigoufengkuangqiangchoudebiaode，meiyizhizhushenglangdouzoudechaojiniubi。zhei10zhixinpiangu，zhidezhangqiguanzhu，zheilimianyexujiuyouweilai5-10niande10beigu，50beigu，100beigu。
下面开始今日午评
shangwupanmianzongjiejiushi：jungonggainianfenhua，shenzhengainianqiwen，kechuangbanlundonglasheng，yinghekejigujixubiaohanzhushenglang。qiansangeshiduanxianqingxuticai，zhiyouyinghekejigushiyouyejizhicheng，chaojizhushenglangdequshiticai。
1、jungonggainianfenhuasuorong
yinbanggufen、zhenshitongdoushilianxuyizibanmaibudao
万里马晋级3板
深南股份晋级4板
宝塔实业晋级6板
longtoushi6bandebaotashiye
2、shenzhengainianjixudiaozhengweizhu
danyijingqiwen，muqianshizaipingwendiaozheng
为二波行情蓄势
rineilongtoushiruozhuanqiang2lianbandeshensangda
gaoweiyaogushendatong、shensaigedouzaixipandiaozheng
zheige3zhidoushishenzitougupiao
shendatong、shensaigejiexialaijiukeyikaolvdixijiancangle
duyiduhoumiandeerbohuolonghuitou
赌赢，就是大肉
赌输，记得要剁
3、军工分化缩容
shenzhengainianjixuxipandiaozheng
duanxianzijinlundonggongjilekechuangban
lingzhangdelexinkeji、anjikejidoushikejigu
4、yinghekejigujintianjixuzhaliezhushenglang
lianbandelianban，xingaodexingao，qushixingqingjiweizhalie
jigouzaifengkuangqiangchouchaoyinghekejigu
birushuowentaikeji、zhaoyichuangxin
zheizhongzoushiyijingbushicongrongjiancangle
ershizaifengkuangqiangchou，shengpamaibudaochouma
wentaikeji，jitianfengzhengquanjichu84.66yuandemubiaojiazhihou
zuotianpanhouxinanzhengquan，zhijiehouchuqianyishizhi
yaozhidaoxianzaicai350yishizhi
qianyishizhineijiushihaiyou3beizhangfu
suoyijintianfengdangaoda23yi，youzizaiqiangchou
机构更在抢筹
erzhaoyichuangxindezoushiyejiweikuazhang
8yue15ridaoxianzai14gejiaoyirizhangle63%
genbenbuzuorenhediaozheng，meitianjiushizhangzhangzhang
jigoumeitiandouzaisimingdemaimaimai
jintiankanleyiyanyanbaocaizhidaoyuanyin
guotaijunanjidemubiaojiashi201yuan
yuanlaishizhiqiandeguzhitaidi
suoyijigouzuijinbangeyuezaisimingdeqiangchou
zheiyijingbushijiandandedixijiancangle
而是抢筹建仓
nengrangjigouchixuzhuizhangmaidegupiao，zhidikexiangerzhi
yongwentaikeji、zhaoyichuangxinjuli
是想告诉大家
dangjigoudouzaifengkuangsaohuoyinghekejigudeshihou
doubuzaidandingcongrongjiancangdeshihou
shuoming，yinghekejiguyijingwanquanchengweidangqianshichangzuiaojiaodechonger
yeshuomingxianzaishiyinghekejigudezhushenglangjiasujieduan
laotiemen，haohaoxiangshoubiduanxianguzhangshigengfengkuangdequshiguxingqingba
5、dongfangtong、wentaikeji、yongtaikeji、lingyizhizao、guoliangufen、guokewei
doushishangwubijiaohaodezhangtingban
haiyouyixiezouqushideyinghekejigu，yerenqijigao
zhongguoruanjian、hudiangufen、yiyuantongxin、zhaoyichuangxin、botongjicheng、ziguangguowei、geergufen、beijingjunzhengdoutuxingjiaohao
zijinqiangchoujianjue，zhushenglanggongshilingli
7、xianzaiyinghekejigudepanmianqishifeichangjiandan
jiushisuoyouzijinzaihelizuoduo
中线机构持续买买买
短线游资也持续接力
fenshihuiluolimajiuyouzijinxi
趋势的力量是无敌的
muqianyijingxingchengdehelizuoduodexiangshangqushi
卖出就等于卖飞
做空就要被踏空
8、guanyuyinghekejigudezhushenglangxingqing
woyijinghoulenimentaiduoci
连着吼了一个月多
wozijidoujuedezijiyoudianfanle
suoyi，houmianwobuhounimenle
大家想关注就关注
想参与就参与
jihuiyijingtixinghenduoci，tixinghenjiushijianle
9、muqiandeduanxianticai，ruguonizuodehao
也能吃大肉
danzhenzhengdechaojidaxingqingzaiyinghekejigulimian
在趋势主升浪里面
如此显而易见的盘面
难道都看不懂吗
10、niyongyuanhoubuxingyigechenmiduanxianderen
jiuhaoxiangniyongyuanjiaobuxingyigezhuangshuideren
短线当然要继续做
dangengyaokanqingdashi、renqingxianshi
但更要顺势而
duanxiangenghaozuo，genghaozhuandeshihoujiuzuoduanxianweizhu
zhongxiangenghaozuo，genghaozhuandeshihoujiuzuozhongxianweizhu
duanxianbunengdiu，zhongxianyebunengqi
不想错过明天涨停的，可查看微信公众号：（xlg1518），每日盘中重要点评以及盘中个股操作提示。具体个股操作可私信“168”！紧跟主流资金挖掘牛股！
关注龙哥，每天早上的盘前操作策略。方向、标的、操作策略全都会旗帜鲜明的分享给大家
文末再声明下，文中所提及个股仅供本人分析使用，不代表任何推荐，股市有风险，投资需谨慎！
gengduoguanzhuweixingongzhonghao：jiuwenwang
