今天好好的大反弹行情_老虎社区_美港股上老虎

今天好好的大反弹行情，结果因量化预料到了对岸的一些小作文，框框一顿砸，砸完发现砸错了，又拉了个收盘，过山车的一天，跌的跌更多，涨的对半跳，已麻木~最近持续性都差，从上涨时的涨跌比就能看出来，情绪面依旧不是很好，流动性只会流向赚的地方，赚的效应越差，抱团就越紧密，这题无解$步步高(002251)$ $合锻智能(603011)$ $特变电工(600089)$ $蓝思科技(300433)$ $银宝山新(002786)$

微软续跌，云利润率承压+OpenAI推迟IPO，何时止跌？

微软（MSFT）连续多日走弱——市场担忧AI资本开支高企正压制Azure云业务的利润率前景，叠加昨日OpenAI自研芯片的冲击，今日又传OpenAI考虑把IPO推迟至2027年，给微软的AI变现时间表再添不确定性。作为AI capex最重、与OpenAI绑定最深的巨头，微软的盈利模型持续被重新审视。当"AI烧钱"压过"AI变现"叙事，微软这波连跌，你会逢低布局，还是等利润率拐点确认？

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