周四周五行情太好，让人眼花，周末复盘一下，直接正题。

职业教育：

该题材个人重点关注安硕信息300380。

职业投资者都上的网站--淘股吧（微信号：taoguba168）

上周判断正确，本板块出现大量涨停。同时热点由大飞机延续到航天军工，本周国产大飞机和航天军工板块，有3天在板块涨幅前列。

格隆汇10月7日丨*ST华塑(000509.SZ)公布，2021年9月28日，黄石经济技术开发区·铁山区市场监督管理局出具了关于天玑智谷股东变更的备案通知书。截至公告日，天润达持有的天玑智谷51%的股权已过户至公司全资子公司康达瑞信名下，交易双方已完成了天玑智谷51%股权的过户事宜，天玑智谷换发了新的营业执照。

1）目前反弹已经翻倍股

军工改制、大飞机、航天军工

操作策略：

稀土

低价股

这个题材炒作需明确两点：

其他热点板块

行情，就是反复震荡，然后决定方向。大多数人只能享受行情的盈利，所以顺势而为。但不代表你去追涨，而是提前切换，假如小凡没有科技股的仓位，这种位置，一股都不会建仓，继续持股，与追高建仓是两回事。

调整接近尾声

今日换手率（%）

对于上市煤企的跨界并购，监管层对给予了密切关注。如果标的资产业绩不达标，可能成为拖累上市公司业绩的“炸弹”。2月19日，上交所对金瑞矿业连发两封问询函，对于其标的资产盈利的可持续性、估值差异和交易风险等问题进行问询。因重组标的未达承诺业绩，5月21日晚间，金瑞矿业公告，终止重大资产重组。

机器人

非制造业小型企业的经营活动和市场需求均连续两个月保持增长，且增速有所加快，反映出小企业经营活动趋好。与制造业密切相关的生产性服务业的商务活动、新订单和新出口订单指数均有大幅回升，显示制造业回升的传导效应有所体现。总体而言，前6个月非制造业商务活动指数一直明显高于50%临界点，反映了非制造业经济活动较好的增长势头。

股市方面，本次降准凸显了政策维持流动性宽松、支持经济复苏态度坚定，中国经济或有望温和复苏。A股将迎来盈利增速上行期，且当前估值在低位，股票资产性价比高，预计A股市场将有整体性机会。春季行情后，市场需要等待关于经济修复和政策的增量信息选择方向。

谈到此次降准对于资产市场的影响，兴业基金表示，对A股市场而言，此次降准将有效提振市场对内需复苏的信心，以及更好地帮助经济和金融市场应对当前外部金融风险不稳定的环境。

城市防洪问题日益严重，加上大连原油管道泄漏等事件。本周各大媒体，中央电视台新闻频道等大幅度报道城市地下管线建设的问题。未来城市建设与规划，将逐步告别表面上的一些工程，而转向惠民生的软实力。如地下管线、天然气供气，用水安全等等。中国有望学习美国经验，地下管线工程将迎来10黄金期。

本周一心堂、依顿电子、今世缘、莎普爱思等上市，新股继续飙涨，次新股也表现不错。

所以，这个位置，依旧还是震荡整理，大多数人依旧还是会追涨，股市的魅力，就是撞了南墙也没有用，刚刚在新能源里面追涨的人，割肉后，痛不过3秒，转身又会去追涨，以为换个姿势，就不用撞了，一定不会肯低吸，否则就不会割肉了。因为换个筹码低吸，与继续持有没有区别。

新一轮反弹来了？

最后提醒，和职业教育一样，新股炒作热情不会一直这么强烈，虽然核心题材低位难动摇。但是我个人觉得持股比选股更重要，没把握的，就买低位的持股不动，多少总能吃肉。

证券时报股市大数据新媒体“数据宝”统计，截至今日上午收盘，上证综指3220.27点，收于五日均线之上，涨跌幅0.86%，A股总成交额为3430.80亿元。到目前为止今日有445只A股价格突破了五日均线，其中乖离率较大的个股有麦趣尔(002719,股吧)、神奇制药(600613,股吧)、吉林高速(601518,股吧)等，乖离率分别为7.98%、7.04%、6.75%；上海凯宝(300039,股吧)、*ST金瑞、双良节能(600481,股吧)等个股乖离率小，刚刚站上五日均线。

五日均线（元）最新价（元）乖离率（%）002719麦 趣 尔10.0022.6361.0065.877.98600613神奇制药10.021.7616.0017.137.04601518吉林高速10.072.014.514.816.75603029天鹅股份7.5221.9260.1564.096.56600795国电电力8.522.063.113.316.50601801皖新传媒10.032.9615.8016.675.51002623亚 玛 顿6.9211.8953.7456.675.45300111向 日 葵10.000.065.135.395.11002110三钢闽光9.953.698.759.174.75601336新华保险6.001.0744.8546.854.46603701德宏股份4.8912.6873.3076.404.23000627天茂集团5.463.668.168.504.12002778高科石化4.5815.1559.7062.134.06002647宏磊股份7.662.0557.7960.043.89600291西水股份5.242.0421.1321.913.71002627宜昌交运4.633.2926.6427.583.53000509华塑控股5.066.158.238.523.47002606大连电瓷4.644.2840.0941.463.43603069海汽集团4.4812.4522.6123.303.04601669中国电建3.661.207.427.642.99600886国投电力3.751.076.736.922.88300521爱 司 凯2.896.3277.1279.332.86603377东方时尚3.825.9642.3243.502.78600863内蒙华电4.040.923.263.352.76600011华能国际3.630.197.237.422.68002202金风科技4.071.1117.2117.662.64000599青岛双星3.774.488.588.802.54603959百利科技3.297.4534.0334.892.54002765蓝黛传动2.974.2630.0730.822.50600746江苏索普3.470.9914.2614.612.48600477杭萧钢构4.122.5610.1010.352.45600215长春经开3.171.849.219.442.45300518盛 讯 达2.405.14137.99141.142.28000703恒逸石化3.030.5612.9813.282.28000797中国武夷2.942.8018.1318.532.23601188龙江交通3.760.695.675.802.22600191华资实业3.241.0814.6514.972.21601118海南橡胶5.051.577.337.492.21000878云南铜业2.804.6513.6413.932.14600726华电能源3.251.465.295.402.08600419天润乳业2.690.9358.3459.552.08002283天润曲轴2.852.519.549.731.99002403爱 仕 达2.891.6916.0316.351.97600192长城电工2.644.609.9310.121.95002670国盛金控2.792.5131.7732.381.91300312邦讯技术2.712.9916.0116.311.89002775文科园林2.855.3526.1826.661.83603828柯 利 达2.514.9026.1126.581.79000425徐工机械2.881.313.513.571.77300430诚 益 通2.243.5153.4454.381.76600501航天晨光2.661.5518.1918.501.73600421仰帆控股3.313.0423.6124.011.68002412汉森制药3.100.6919.9320.261.66002753永东股份2.142.5331.9732.501.65000532力合股份4.051.9022.5222.891.64000792盐湖股份2.900.8320.5620.901.63000630铜陵有色1.882.253.203.251.63600027华电国际2.390.775.065.141.62000153丰原药业4.042.7713.1713.381.59002738中矿资源3.082.0929.6230.091.59600634中技控股2.413.4718.4018.691.59603999读者传媒2.759.5038.5739.181.59300056三 维 丝2.712.1720.1920.501.56600023浙能电力2.551.415.545.631.55000671阳 光 城2.021.056.486.581.54002552宝鼎科技3.613.4217.2417.501.51000601韶能股份1.851.0010.3310.481.49600590泰豪科技3.000.8419.3119.601.49600015华夏银行2.010.3811.0111.171.49002022科华生物2.282.1022.5622.901.49600033福建高速1.980.743.553.601.47300283温州宏丰3.031.6211.0611.221.45300472新元科技1.522.9838.7339.291.44600020中原高速2.411.094.604.671.43603989艾华集团2.071.8638.0238.551.40002597金禾实业2.930.8915.2315.441.39600830香溢融通3.532.9312.1612.331.36601808中海油服2.550.2812.6812.851.36300523辰安科技1.693.73143.94145.871.34300530达志科技1.216.0083.8985.001.32000429粤高速A2.441.017.047.131.31002051中工国际2.350.9726.6727.021.30002810山东赫达2.207.7760.4161.201.30300540深冷股份2.766.6671.5572.481.29601998中信银行1.900.096.366.441.29600231凌钢股份2.541.462.792.831.29300310宜通世纪2.184.8529.6730.051.29601107四川成渝2.000.555.055.111.27002515金字火腿2.272.2418.6518.891.27002354天神娱乐1.751.5681.1682.161.23601608中信重工2.370.835.545.611.23600166福田汽车2.611.293.103.141.23002242九阳股份1.660.6520.0120.251.19000554泰山石油2.393.879.759.871.19601179中国西电2.570.525.925.991.18603311金海环境1.843.1126.7827.091.17603806福 斯 特1.602.0551.6052.201.17603779威龙股份1.245.3036.3736.791.15002705新宝股份2.261.9617.9118.121.15000539粤电力A1.680.415.405.461.15600207安彩高科2.610.5610.4910.611.12000949新乡化纤1.691.995.365.421.12002722金轮股份0.7312.2668.5269.291.12000883湖北能源1.880.304.844.891.12600469风神股份1.600.9010.6810.801.10600039四川路桥1.781.084.534.581.10600036招商银行1.550.1518.1818.381.10600578京能电力2.060.334.414.461.09000875吉电股份1.942.026.256.321.09600081东风科技1.751.5216.1216.291.08000528柳 工1.610.908.098.181.06000960锡业股份2.613.0315.5615.721.05600376首开股份1.910.4912.1412.271.05000419通程控股1.681.298.408.491.05601106中国一重2.041.095.946.001.04603355莱克电气1.482.0046.9047.391.04002469三维工程1.361.439.579.671.02601233桐昆股份1.810.5613.3913.531.02300362天翔环境1.663.2923.0823.311.01002142宁波银行1.700.3717.2217.391.01600372中航电子1.570.3419.2019.391.01603868飞科电器2.535.7651.7952.311.00600784鲁银投资2.793.2810.5910.701.00300443金雷风电1.172.5967.6168.280.99600598北 大 荒1.620.6011.1711.280.98600583海油工程1.650.587.327.390.98600620天宸股份0.770.3818.2618.440.97600961株冶集团1.940.7611.9812.100.97600269赣粤高速1.810.825.005.050.96002063远光软件1.892.6814.3814.520.96601186中国铁建2.250.7711.6811.790.96002731萃华珠宝1.094.2131.1731.460.94300284苏 交 科1.720.6822.2122.420.94000063中兴通讯2.960.8616.5516.700.93002232启明信息1.431.4314.0714.200.92601258庞大集团1.411.222.842.870.91601328交通银行1.230.225.715.760.91603996中新科技3.035.8225.9726.200.89300269联建光电1.340.9224.0524.260.89600780通宝能源1.550.345.855.900.89600138中 青 旅1.240.6023.4223.630.89600787中储股份2.420.948.408.470.88300363博腾股份1.801.0222.9423.140.88300422博 世 科1.491.9241.1941.550.88000158常山股份1.700.5813.0213.130.86603968醋化股份1.082.4327.0027.230.85600241时代万恒1.741.1217.3817.530.85600739辽宁成大1.241.5419.3919.550.85000616海航投资2.111.495.755.800.83000587金洲慈航1.501.3716.0916.220.83603108润达医疗1.870.9031.2931.550.83600513联环药业1.081.0017.6017.750.83002300太阳电缆1.790.939.019.080.82600642申能股份1.320.316.106.150.82002216三全食品1.510.8010.0310.110.82300134大富科技1.610.8229.3629.600.82601929吉视传媒1.730.414.674.710.81000060中金岭南2.512.9612.5612.660.81002562兄弟科技3.143.0415.9516.080.80603939益丰药房1.260.4432.6932.950.80600871石化油服1.252.114.024.050.80600355精伦电子2.692.3211.3511.440.79300267尔康制药1.310.2214.5814.690.78300263隆华节能1.591.008.268.320.78000735罗 牛 山1.341.296.746.790.77300164通源石油1.942.698.858.920.77600585海螺水泥2.070.2618.1118.250.76600396金山股份1.460.965.535.570.76601600中国铝业0.940.714.284.310.75300425环能科技1.222.4833.6633.910.74603322超讯通信1.474.8875.3575.900.73601388怡球资源1.201.304.194.220.72601009南京银行2.090.5710.6510.730.71002531天顺风能1.650.667.357.400.71300495美尚生态2.413.5547.2747.600.71600213亚星客车1.881.0216.1416.250.71002427尤夫股份1.240.6921.0221.170.70600285羚锐制药1.310.7713.0713.160.70002549凯美特气2.840.5111.1311.210.70001979招商蛇口1.090.5716.5416.650.69600744华银电力2.081.215.855.890.68600665天 地 源1.080.525.585.620.68601058赛轮金宇1.831.084.414.440.68300285国瓷材料1.380.4037.9938.250.68300351永贵电器1.531.2028.3028.490.68002275桂林三金1.250.3320.0920.230.68603338浙江鼎力0.871.7552.8553.200.67000897津滨发展1.550.614.564.590.66601579会 稽 山1.381.0114.5914.690.66300399京 天 利2.155.1136.8737.110.66600258首旅酒店1.750.4724.7824.940.65000692惠天热电1.080.746.536.570.64002419天虹商场1.650.5113.4913.580.64600150中国船舶1.670.9923.6023.750.63002487大金重工1.741.319.309.360.62600200江苏吴中1.330.9318.9419.060.62600022山东钢铁1.170.562.572.590.62300471厚普股份2.113.3249.6549.960.62300543朗科智能1.038.39138.04138.880.61603131上海沪工2.063.6969.7870.200.61002221东华能源1.840.5013.2113.290.61600028中国石化1.210.084.995.020.60600277亿利洁能0.860.717.027.060.60002158汉钟精机1.360.5411.8711.940.59002677浙江美大1.120.6512.5712.640.59300460惠伦晶体0.811.8428.6328.800.59000951中国重汽1.940.3915.1215.210.58000663永安林业1.241.3114.5714.650.58001896豫能控股1.330.809.819.870.57000709河钢股份1.270.413.183.200.57000758中色股份1.871.959.219.260.56000886海南高速1.240.835.685.710.56002250联化科技0.490.3116.4116.500.56000809铁岭新城0.740.835.415.440.55300455康拓红外0.912.5624.2024.330.55300532今天国际0.696.7793.1993.700.54002124天邦股份1.838.7414.9815.060.53601166兴业银行0.860.1716.2816.370.53002164宁波东力1.331.059.879.920.53600496精工钢构1.101.444.564.580.53300483沃施股份0.365.0660.5660.880.52000501鄂武商A0.840.6119.2019.300.52000028国药一致1.230.3273.8274.200.52600282南钢股份1.870.682.712.720.52000166申万宏源1.740.986.967.000.52002296辉煌科技1.771.4917.1717.260.51300138晨光生物0.780.4919.3519.450.51000966长源电力1.100.656.426.450.50000767漳泽电力1.250.684.034.050.50002556辉隆股份1.171.279.509.550.48603861白云电器0.853.4638.9939.180.48002668奥马电器0.920.6976.0176.380.48601566九 牧 王1.760.1717.2217.300.48600808马钢股份1.370.482.952.960.48300407凯发电气0.992.1021.3821.480.47002446盛路通信1.872.3626.5726.690.47300340科恒股份2.093.8359.8560.130.46601818光大银行1.300.233.893.910.46601857中国石油0.810.027.437.460.46601968宝钢包装2.935.7210.4910.540.46002459天业通联1.182.9317.9618.040.46300515三德科技1.503.6165.5465.840.45601398工商银行0.680.034.404.420.45002653海 思 科1.070.3317.8317.910.45000997新 大 陆1.400.6618.8118.890.45600121郑州煤电1.560.815.825.850.45603101汇嘉时代0.898.2430.4830.610.44600016民生银行0.540.109.219.250.43002026山东威达0.720.8112.5012.550.43300154瑞凌股份1.270.7711.1311.180.43300280南通锻压0.601.1933.6433.780.43600320振华重工0.980.465.155.170.43600623华谊集团1.030.3619.4619.540.42002782可 立 克0.704.8632.7632.900.42002428云南锗业1.520.9015.3115.370.42600548深 高 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