今天再次出现了放量下_老虎社区_美港股上老虎

今天再次出现了放量下跌的情况，从结构看，凡是属于前期热点的，都出现了较大回落，之前电力和AI硬件呈现跷跷板的轮动，勉强还算健康，但今天这两个方向同时深跌，那就要考虑是不是整体退潮了，并且日内还是分化调整，每天换着结构调，那就始终还是缺次共振提速，所以对于后面，要多分谨慎对待$东百集团(600693)$ $盈方微(000670)$ $烽火通信(600498)$ $新天绿能(600956)$ $西部材料(002149)$

港股科技股迎来拐点了吗？

6月首个交易日，$恒生科技指数(800700.HK)$表现强势，$恒生指数(800000.HK)$、$国企指数(800100.HK)$同步走高。大型科技股集体活跃，其中$美团-W(03690.HK)$一季度业绩超预期，$腾讯控股(00700.HK)$加速推进AI产品布局，$阿里巴巴-W(09988.HK)$发布新一代Qwen模型，进一步强化AI生态竞争力。在AI应用落地、企业盈利改善及外资机构持续看多背景下，港股科技板块是否正迎来新一轮估值重塑？当前你更看好腾讯、阿里还是美团的配置机会？

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