市场对外面消息脱敏后_老虎社区_美港股上老虎

市场对外面消息脱敏后，近期连续超预期，在没回补缺口的情况下，连续上攻，整体量能还算比较合理，就是分化稍大了点，AI依然是最主要的大方向，连之前多次一日游的算力都走出了持续性，不过这个板块明天要看有没有保持强度，否则也没必要再去追高，接下来要注意节奏，指数继续上涨则持股，指数有回调再逢低选择机$中国西电(601179)$ $中贝通信(603220)$ $依米康(300249)$ $天齐锂业(002466)$

台积电财报超预期！还能上车吗？

台积电夜盘拉升涨近2%！Q1营业收入净额11341.03亿新台币，同比增长35.1%，市场预期1.12万亿新台币；营业利润6589.66亿元台币，同比增长61.9%，市场预期6238.2亿元台币；税后纯益5724.8亿新台币，同比增长58.3%，市场预期5423.8亿元新台币，并创下历史新高。台积电第一季度资本支出为111亿美元。【已经逼近历史新高的台积电，股价能否顺势突破？大家本次财报有何操作策略？】

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