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| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 3 months ago | Last Issue | 5 days ago |
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baldertrader.substack.comLatest Issues
盘中修复强于预期，关注端侧 AI 与光通信｜10 月 7 日复盘
今天两大指数都收在早盘预估区间上方，说明回落后的修复力度比模型预计更强。个股层面，PC 与企业硬件表现出相对强度，光通信出现新的系统信号；与此同时，部分旧信号开始退出，持仓仍在分化。
一、大盘：修复超出早盘区间，尚未确认单边趋势
指数高位整理，个股催化继续兑现｜10 月 6 日复盘
今天两个主要指数都收在早盘预估区间内，市场暂未走出新的单边趋势。机会仍集中在有明确催化的个股上：已经兑现的管理利润，逻辑仍在发展的继续跟踪，走弱的按纪律退出。
一、大盘：区间判断兑现，接下来观察高位承接
龙头半导体领涨，下一站看定制芯片与光通信｜10 月 5 日复盘
今天市场比早盘估计更强，两个主要指数均收在预测区间上方。但上涨并不均匀：大型半导体强势，中小标的跟进不足。接下来既要观察指数突破后的承接，也要看本周密集事件能否推动行情扩散。
一、大盘：上涨超出预期，关注前高附近的表现
非农降温，十月关注从超跌到转强的机会｜10 月 2 日复盘
今天市场高开后回吐部分涨幅，两个主要指数仍收在早盘预期区间内。宏观预期有所缓和，但个股分化依旧明显。十月选股的重点，是找到开始转强的公司，而不是单纯寻找跌得多的股票。
一、大盘：高开后整理，修复尚未转为单边趋势
设备与光通信走强，指数仍在修复｜10 月 1 日复盘
今天更值得关注的是个股与指数的分化：半导体设备、光通信出现强势表现，大盘则经历盘中回落后修复。机会仍在，但夜盘上涨并不意味着日内可以一路追高。
一、大盘：盘中失守，收盘收复，7,643 继续观察
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Quant & AI Trader | Turned $100k into $1M+ in 5 days | AI/ML Industry Expert | The real Balder on X: @Balder13946731 | Subscribe to get access to my AI tool: Balder-AI.com
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