本文只为个人记录之用，方便日后查找当天发生了啥，不做投资推荐

已经改版，只有设为星标才能及时收到推送，周四大盘再度向上，指数走强较强，北向是强力推手，买入80亿。

一、大盘走势 

5.9，市场继续快速轮动，消息驱动明显，北向今天大买80亿。

二、涨停复盘

三、市场风格

连板风格空间板7B蔚蓝生物，合成生物板块，是5月份新题材，干细胞板块今天走势尚可，锂电池板块大幅启动

市场情绪

四、题材研究

五、热点消息

突发！美国禁止中国接入AI大模型ChatGPT！

 WASHINGTON, May 8 (Reuters) - The Biden administration is poised to open up a new front in its effort to safeguard U.S. AI from China and Russia with preliminary plans to place guardrails around the most advanced AI Models, the core software of artificial intelligence systems like ChatGPT, sources said.

The Commerce Department is considering a new regulatory push to restrict the export of proprietary or closed source AI models, whose software and the data it is trained on are kept under wraps, three people familiar with the matter said.

Any action would complement a series of measures put in place over the last two years to block the export of sophisticated AI chips to China in an effort to slow Beijing's development of the cutting edge technology for military purposes. Even so, it will be hard for regulators to keep pace with the industry's fast-moving developments.

The Commerce Department declined to comment while the Russian Embassy in Washington did not immediately respond to a request for comment. The Chinese Embassy described the move as a "typical act of economic coercion and unilateral bullying, which China firmly opposes," adding that it would take "necessary measures" to protect its interests.

七、关于复利

复利的秘密就是做时间的朋友，有的人可能短期做的很好，但是控制不了回撤，长期看账户就像温度计，上上下下，如果每个月赢利十个点一年就是三倍，每月20个点，一年就是十倍，每天只赚一个点，一年就是8.7倍。只要控制好回撤，哪怕你前进的速度再慢，你也是时间的朋友，相反，控制不了回撤，就无法实现稳定复利。

交易是一场长跑，比的是耐力，而不是某一个阶段的名次，我们（本文）从大盘、市场风格、板块研究、消息驱动等方面着手，打造交易框架， 纵观历史，A股熊多牛少，注定了交易层面也是相应的做进攻或者防守，从精准的仓位去控制风险，而不是利用侥幸。

（计划你的交易，交易你的计划）

今天虽然普反给人感觉好像行情很好，但是具体操作起来也容易无从下手，大号板14个，题材还是那些，合成、低空、干细胞、化工，今天又来了锂电池，我觉得最大的坑是后排的冲高回落，聚焦当日启动半路的大号板，或者是板块前排的切入。

稳定复利艰难进阶