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美股暴涨背后，半导体行业暗流涌动！三星罢工预警、海地士内存涨价、华为新AI芯片挑战英伟达，是短期热炒还是行情反转？智能电网获政策东风，分布式项目成新焦点。光伏产业并购频发，通威出手能否终结野蛮生长？哪些板块能在动荡中异军突起？敬请关注本期盘点，追踪市场热点，揭秘板块潜力！
02:12 消息驱动：跟踪市场热点板块，预测其表现及影响
04:15 消息刺激下的板块行情：重点关注连续涨势与小调整
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