行情落地續飛，機器人根本停不下來？
一、今日盤面及消息催化：機構主導行情落地起飛，機器人打完太極又要長跑停不下來
今天上午大洋兩岸開會都備受市場矚目，我們的大A因爲資金成分複雜走得震盪些，不過最終有驚無險，三大股指都收紅；港股則氣勢如虹，科技和消費雙齊飛，恆指收漲2.84%，恆生科技指數漲4.02%。
結合資金結構和上漲個股來看，今天港A股的上漲行情都是機構在主導，其中A股主力淨流入預計超380億，港股南向淨買入83.69億，一改前兩天頹勢。
板塊表現方面，人形機器人繼續強勢，工程機械、算力租賃、商業航天等板塊漲幅居前，前期高低輪的光伏設備、房地產、醫藥商業、化肥等板塊跌幅居前。
具體題材表現上，機器人概念的熱度繼續高漲，靈巧手的捷昌驅動成功晉級，兆威機電（深圳華爲機器人概念）等好多股票漲停，前期熱門的杭齒前進和萬馬股份股價還創下了趨勢新高。算力帶領DeepSeek概念止跌回升開始修復，其中阿里雲概念的海南華鐵開盤就被大資金封死一字板，拓維信息午後直線拉漲停帶動華爲概念股異動，並行科技、每日互動等好多股票都大幅上漲。
其他芯片、工程機械、數據電源、6G概念、商業航天、大金融這些板塊都有所異動，其中6G和商業航天上漲跟這次兩會報告的新提法有關（6G和具身智能是新提出，商業航天則放在了新興產業第一個）。
二、科技牛行情演繹符合我們前期判斷，明天15點還有5部委聯合記者會！
今天我們這邊整體都符合市場預期甚至有部分超預期，對岸則繼續各種表演但還算不越規（其中特朗普稱應廢止520億美元的芯片法案則顯得突然），而市場經過前面不到一週的休整，在兩邊大事件平穩落地後，整個市場風偏和中國資產行情也大概率續飛，後面產業政策和行業事件驅動的科技創新爲引領的新質力行情仍將繼續。
正如我們在上週三文章《券商合併小作文帶飛大盤，兩會行情正在展開？》所提到的兩會中新質力板塊會有表現，而主線科技牛引領的中國資產重估行情則仍將繼續。
那麼，最強題材的機器人板塊後續還要哪些催化和細分方向可以入手？
AI的算力和應用會是怎樣的產業催化和具體方向？
掃碼加下方助理企微，回覆“領福利”
可獲贈機器人投資地圖、3月財經月曆及AI一張圖等資料
並可以領取一週體驗營權益（每人限領一次）
注意：文中所提個股和題材板塊不構成任何推薦，僅爲覆盤和學習交流所用，投資決策需建立在自我獨立理性思考和專業研判之上，市場有風險，投資需謹慎。
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