今天科技继续大涨，光_老虎社区_美港股上老虎

今天科技继续大涨，光纤，光通信，cpo这些光暴涨大涨上攻，半导体分化反弹一些继续。低位AI算力题材会起来，一点都不输大科技，但是主线还是绩优股大科技方向多一些，虽然很高，但是架不住市场资金放量追涨，操作策略：光通信板块的大科技近期走强，光纤，光膜，cpo，pcb等等都好，就连光通信原材料的有色板块也跟着收益起来。题材里面，电力，商业航天，机器人，AI应用，算力题材是主线。（控制仓位$高澜股份(300499)$ $光迅科技(002281)$

英伟达财报超预期！绩后下跌有上车机会吗？

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

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精彩评论

BlancheElsie
05-07
BlancheElsie
这波量化追高真猛算力能接住吗
- 乾元持稳:
  可以的

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