一：盘面分析;

受到上证50板块止跌回升的带动，沪指今日小幅收涨0.7%，收报3145.02点。但市场成交量依然低迷，两市合计成交3509亿元。行业板块多数收涨，航天军工、煤炭、保险、券商板块领涨。

二：热点追踪;

盘面上，早盘粤港澳大湾区概念股异动，珠海港(13.19,-0.33,-2.44%)(13.23,-0.29,-2.14%)(13.12,-0.40,-2.96%)(13.52,0.19,1.43%)和深赤湾A相继冲高回落，恒基达鑫(11.44,0.47,4.28%)(11.51,0.54,4.92%)(11.34,0.37,3.37%)(10.97,1.00,10.03%)强势上涨成为新龙头，但该股多次开板，资金分歧较大，上海国企改革和军工板块随后异动，中原证券带动证券板块大幅拉升，推动上证指数上行，恒大高新(0.00,0.00,0.00%)(0.00,0.00,0.00%)(0.00,0.00,0.00%)(17.02,1.55,10.02%)封板，推动了手游概念股反弹，而前一日尾盘炸板的中装建设(15.84,0.50,3.26%)(15.88,0.54,3.52%)(16.07,0.73,4.76%)(15.34,0.13,0.85%)早盘小幅低开，英维克(30.24,-0.31,-1.01%)(30.25,-0.30,-0.98%)(30.21,-0.34,-1.11%)(30.55,-1.63,-5.07%)冲击跌停，填权板块陷入低迷，创业环保(21.270,1.27,6.35%)(21.360,1.36,6.80%)(20.800,0.80,4.00%)(20.000,-0.36,-1.77%)高开低走，雄安板块反抽后再度陷入低迷，今日开板的新股智能自控(30.20,-1.17,-3.73%)(30.39,-0.98,-3.12%)(29.79,-1.58,-5.04%)(31.37,2.85,9.99%)早盘平开高走封板，但因次新板块弱势，该股随后开板，高位次新股依然缺乏资金接力。午后手游概念股纷纷走强，八一钢铁(9.690,0.52,5.67%)(9.800,0.63,6.87%)(9.650,0.48,5.23%)(9.170,0.83,9.95%)直线拉升，带动钢铁反弹，西部建设(22.37,0.38,1.73%)(22.42,0.43,1.96%)(22.30,0.31,1.41%)(21.99,2.00,10.01%)尾盘涨停，助攻新疆板块延续反抽。

三：后市展望;

一些超跌的板块龙头股逆势上涨。但板块轮动的节奏明显加快，今日手游板块高潮后，预计明日分化将加大。而随着指数低位企稳后，一些超跌的具备中报送转预期的个股有望被资金挖掘，投资者可逢低潜伏介入。粤港澳板块资金介入程度较深，预计在月底前仍将会反复炒作，投资者可留意低位股的补涨机会。