昨天怪大摩，今天怪OpenAI，跌的其实是拥挤.

口罩哥KZG

10-09 12:26

全市场半日成交11783亿元，放量642亿元 · 2026.10.09

理由天天换，挨砸的总是那几个板块。

10月9日上午，科创50指数半日跌3.78%，创业板指收在2957.32点，跌破3000点。

领跌的还是PCB、光模块和存储芯片。

前一天光芯片跌停，市场怪摩根士丹利那份纪要。今天怪OpenAI年化收入比流传的少了200亿美元。两条消息毫不相干，挨砸的却是同一批股票。

所以我觉得毛病出在仓位。也有一种可能。买的人太集中，随便一条消息都能变成先跑的理由。

钱倒是没走。

半日成交11783亿元，比上个交易日多了642亿元，宁德时代盘中涨超5%，电池和煤炭在接。

卖的人在卖，接的人换了车。

后面几天看量。量还在，就是换手；量缩了还在跌，才轮到担心..

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