A股指数强势，短期看多

今日市场量能18803亿，较昨日缩量196亿，上涨家数3988家，涨停75家。上证六连阳、创业板三连阳，指数表现强势。日内情绪高涨，量化全天买入商业航天，该板块属筹码调整与预期崩盘后的超跌修复，类似周一海南板块，后续分化将加大。板块方面，商业航天集体兑现后强回流，量化抢筹抽血全市场，AI硬件等板块抗分歧，整体仍是超跌轮动。此外，海峡两岸、通信/光模块/OCS、芯片等板块也表现活跃。消息面上，蓝箭航天IPO辅导完成，天兵科技天龙三号计划首飞考核回收技术，英伟达计划2026年2月中旬交付H200芯片。高潮之后是兑现，明日需关注抗跌品种。

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