今日A股整体震荡偏弱_老虎社区_美港股上老虎

今日A股整体震荡偏弱，市场做多情绪低迷，权重与题材分化明显，成交量持续萎缩，资金观望情绪浓厚。蓝筹板块承压，成长题材轮动加快，热点持续性较差，短期缺乏明确主线。

操作上保持谨慎，不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块，逢低低吸，快进快出。

中期依旧以震荡筑底为主，耐心等待放量企稳信号，不盲目抄底，静待市场情绪回暖后再加大布局$南亚新材(688519)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

上周五芯片指数收跌4%、全周转跌，英伟达跌超4%、止步七连阳、全周仍涨近5%；本周资本市场的关注焦点是当地时间本周三美股盘后，英伟达（NVDA.US）将要发布的2027财年第一季度财报。花旗（C.US）集团预计，英伟达一季度营收或达到800亿美元，比市场预期高出14亿美元左右。作为全球市值最高的公司，英伟达股价自3月底触底回升以来，累计涨幅已接近35%。【英伟达能否顶住市场考验？绩前大家会如何布局？】

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。

精彩评论

CyrilDavy
05-15
CyrilDavy
这量能确实难搞，英伟达特斯拉也得先等等？
乾元持稳
09:29
乾元持稳
等待机会

发表看法

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