$纳斯达克(.IXI_老虎社区_美港股上老虎

沙漠追光大海逐风

04-29

$纳斯达克(.IXIC)$最近 AI 基建产业链上下游暴涨的标的，不可能就这么无脑涨下去，需要一个中场休息的时间。跟openai关系不大的

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

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