📉5.15盘前科技_老虎社区_美港股上老虎 - 老虎社区

请叫我瞳哥

📉5.15盘前科技股集体跳水！到底要不要慌？✨

家人们今早是不是都看懵了😮

昨晚美股还在疯狂创新高，今天盘前科技股直接集体走弱。

🤔给大家捋清楚核心原因

韩国芯片厂突发罢工，拖累AI半导体供应链情绪。

加上通胀偏强，降息预期延后，高位科技股估值承压。

再就是AI前期涨得太猛，不少资金趁机高位止盈，引发分歧回调。

不用过度恐慌🙅‍♂️

没有系统性大利空，只是高位正常洗盘震荡。

机会还在航天军工、低位财报小票，适合低吸不追高。

我的4只持仓除了OKLO小幅下跌2.59%外，剩下的CRML，RGTI，NNE都是小幅盈利，耐心拿住等修复反弹。[爱你]

下周建立新的交易[你懂的]

周末我把全市场热门板块扒了一遍👇

从AI算力、存储芯片、航天军工、量子赛道里，精挑1-3只高爆发标的。（感兴趣的朋友可以选其中一到两个进行抄作业)

大家今天是打算逢低加仓，还是观望躺平？来评论区一起聊聊～

美伊谈判再次缓和！原油、黄金如何部署？

美伊谈判出现缓和信号，推动油价大跌、全球股债齐涨，随着油价回落，市场对“战争驱动型再通胀”的押注暂时降温，全球债券价格反弹。现货黄金上涨1.4%。【国际局势生变，大宗商品接下来会有何表现？】

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

BarbaraWillard
05-15
BarbaraWillard
我也拿着英伟达这波更像洗盘你说的修复得看下周量能吧
- 请叫我瞳哥:
  说得没错👍纯洗盘无疑，下周重点盯量能，放量自然开启修复行情！

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