市场延续结构性行情，AI 应用与商业航天成资金共识，把握核心方向轮动机会

中金财经01-13

导读：①AI应用爆发持续爆发，向细分方向延伸，与商业航天成两大核心，AI应用仍有挖潜空间；②商业航天反复活跃，核心标的获资金驰援，但多只人气股提示交易风险，今日反馈待观察，中期趋势未改，短线宜分歧低吸。　　昨日市场震荡走强，三大指数均涨超1%，成交额放大至3.6万亿，短线依旧维持价量齐升的强势上涨结构。但市场赚钱效应依旧集中在AI应用与商业航天等少数方向，本质上而言还是更偏向于结构性行情。...

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