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科技反弹，能持续吗？_我的网站

一 | 本篇评级为★★★，主要围绕以下内容展开： 1、科技反弹的背后，资金态度是关键困扰 2、宏观数据尚可，政策资源更多向产业升级和科技攻关倾斜如有疑问请以音频内容为准，添加小虎哥微信：miaotou515，入群有机会与董小姐进一步交流。 MIAMI -- Kim Ng is leaving the Miami Marlins after three seasons as general manager, Marlins chairman and principal owner Bruce Sherman announced Monday.Ng, 54, became the majors’ highest-ranking woman in baseball operations and the first female GM in the four major North American professional sports leagues in a groundbreaking hire in November 2020.The Marlins exercised their team option for her to return for the 2024 season, Sherman said in a statement, but Ng declined her mutual option.“Last week, Bruce and I discussed his plan to reshape the Baseball Operations department. In our discussions, it became apparent that we were not completely aligned on what that should look like," Ng told the Athletic on Monday. “I felt it best to step away. I wish to express my sincere gratitude and appreciation to the Marlins family and its fans for my time in South Florida. This year was a great step forward for the organization.”Ng brought in Marlins coach Skip Schumaker ahead of the 2023 season, and he led Miami to an 84-78 record and its first postseason berth since the pandemic-shortened 2020 campaign. The last full season in which the Marlins made the playoffs was in 2003, when they won the World Series. Miami lost to the Philadelphia Phillies in the Wild Card Series earlier this month.Ng was the fifth GM in the Marlins’ history. Sherman said the club will immediately begin its search for new leadership.“We thank Kim for her contributions during her time with our organization and wish her and her family well,” Sherman said.___AP MLB: https://apnews.com/hub/mlb。

二 | 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、科技反弹的背后，资金态度是关键困扰今天，国内市场整体企稳，尤其是科技板块出现了短线反弹；这种反弹到底有没有持续性？我们一起来梳理。盘面表现亮眼的主要集中在通信设备中的光模块，多家龙头涨幅超过5%；人工智能、机器人等方向亦同步回升。不少投资者认为，此次反弹与行业利好密切相关：坊间传闻，部分头部企业未来将获得海外客户大额订单，2026年营收与利润预期被大幅上修；另有说法称，国内高端芯片领域又有独角兽公司推出了可圈可点的产品与设备。然而，这些消息尚未得到官方证实；部分所谓“利好”——例如高端芯片、光刻机的进展——早在前两天的芯片博览会上已披露，如今再度拿来充当上涨理由，略显炒冷饭。个人理解，核心驱动力并不在于行业本身，而在于外部大环境风险警报阶段性解除后带来的自然修复；更具体地说，是中美关系进一步软化所致。风险警报由此进一步解除。美国方面今日释放最新消息：特朗普明确表示，接下来中美谈判的重点有三项：第一，中国稀土管制；第二，是否购买美国大豆；第三，如何控制成瘾性物质芬太尼。将议题圈定于此，意味着今年剩余时间里，双方很可能谈出实质性成果。