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伊相关消息刺激市场大幅反弹，后续随着谈判破裂风险上升，市场情绪短暂收缩，周五在谈判顺利进行预期下再度反弹。周内A股成交额有所回升，日均成交额升至2.14万亿元。市场风格上看，上周各行业涨多跌少，科技成长领涨，整体表现为：成长>周期>金融=消费。　　金鹰基金表示，科技成长板块重新回归市场主线，虽然资源、化工、黄金、券商都有表现，但从持续性看，AI算力链、光模块、半导体、储能方向等高景气赛

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