整体来说周末方方面面的信息还是比较平静，偏利好一些，首先是大国博弈出现缓和的迹象，东西方的互动开始增强，这是一个好事情。
另外对二级市场本身而言，现在我们唯一等待的就是一个核心力量动手呈现出的放量，但是放量没有来临之前，也不是说就放弃这个行情，这段时间围绕着前沿科技的轮动也好，还是乌鸡变凤凰的国企改革也好，一定要坚定信念。
另外有一个消息提醒朋友们注意一点，叫做天基智算，不仅我们的三体计算星座已经发射了，同时美国计划在八月份也会发射计算卫星，所以商业航天这个方向，乃至于天基智算这个方向，我认为有比较大的潜力，朋友们一定要坚定信心，持续关注。
*本文由申港证券股份有限公司投资顾问严为民（执业编号：S1660624070009）编辑整理，内容仅代表个人观点，不构成任何买卖建议。投资有风险，入市需谨慎！
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