今天盘中巨震后，下午_老虎社区_美港股上老虎

今天盘中巨震后，下午有所回暖，但要注意的是，近段时间整体是下跌放量，上涨缩量，所以暂时当做超跌反弹来对待，市场本身并不强，主要靠外面市场的强度来进行托举，还是比较被动的，题材上日内博弈是环绕AI硬件来展开，市场回落时，看看有没有新的细分，然后就是观察近期情绪题材的天花板，能不能拓展一点$西部材料(002149)$ $歌尔股份(002241)$ $东百集团(600693)$ $波长光电(301421)$ $盈方微(000670)$

美光再创历史新高，内存是顶还是续涨？

美光（MU）今日大涨6.64%，股价突破$1000再创历史新高，Mizuho将目标价上调至$1,150并维持跑赢评级，同时在Computex 2026展示AI内存全场景应用。SanDisk同步涨3.92%，整个内存板块进入"抛物线式"上行，有分析师直呼其为"跑赢NVIDIA的AI内存股"。但抛物线行情往往伴随见顶风险，越往上越考验接盘资金。万亿市值、新高之巅，你是继续持有还是开始止盈？

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