短期风险很大，6月各_老虎社区_美港股上老虎

satan1999

短期风险很大，6月各种消息会姗姗来迟，保住利润为上，仍然硅基通胀方向，把握核心股科技股

英伟达今日跌3.62%，在博通财报"利好出尽"暴跌与中东risk-off的双重压力下，AI芯片板块集体回调，连龙头也未能幸免。但台积电CEO重申AI需求"毫无降温迹象"，BofA也重置了对NVDA的预期，长期算力叙事并未动摇。AI龙头回调，你会逢跌上车，还是等中东与财报情绪消化完再说？

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