情绪与指数共振上行，AI链为代表的科技股方向领衔反弹

中金财经02-10

导读：①AI 应用成核心热点，多股涨停，受多模态技术突破催化，应用与上游算力硬件均受益；②算力硬件强势反弹，光模块等方向拥挤度下降，海外映射 + 情绪共振，有望带动市场风险偏好提升；③光伏受特斯拉扩产消息催化走强，太空光伏概念冲高回落，后续以震荡走高、分歧低吸为主。　　昨日市场迎来普涨反弹，三大指数全线上扬，创业板指涨近3%，全市场超4600只个股飘红。在短线扭转弱势整理结构后，短线有望反复...

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