今天指数强势创11年_老虎社区_美港股上老虎

今天指数强势创11年新高，科技硬科技主线全面爆发，资金“避高就低”，结构性牛市极致演绎。成交量持续放大，百亿涨停遍地，硬科技是绝对主线：半导体、存储芯片、AI算力、液冷PCB全线爆发。

市场风格：高位科技大票震荡分化，资金开始往低位没涨过的科技小票、细分新题材扎堆。

短线情绪到高位，新股、小票炒作疯狂，高位连板股随时有回调风险。思路：轻指数、重个股，控仓做轮动，不追高位，低吸低位$高澜股份(300499)$ $光迅科技(002281)$ $中润光学(688307)$ $英伟达(NVDA)$

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。$京东 (JD.US)$ / $京东集团-SW (09618.HK)$ 、$腾讯控股 (00700.HK)$ 、 $阿里巴巴-W (09988.HK)$ / $阿里巴巴 (BABA.US)$ 下周将率先公布最新季度财报， $百度 (BIDU.US)$ / $百度集团-SW (09888.HK)$ 、 $哔哩哔哩 (BILI.US)$ / $哔哩哔哩-W (09626.HK)$ 、 $小米集团-W (01810.HK)$ 、 $快手-W (01024.HK)$ 、 $美团-W (03690.HK)$ 、 $拼多多 (PDD.US)$ 等中概科网股也将陆续披露最新季度的业绩报告。【恒生科技能否有机会低位反弹？你看好哪家中概股表现？】

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精彩评论

MurielRobin
05-11 16:12
MurielRobin
英伟达我也拿着这波小票真不追你说轮动还能持续几天

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