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。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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MurielRobin
05-11
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
- 乾元持稳:
  百分之十内

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