随着大盘午后突然跳水_老虎社区_美港股上老虎

随着大盘午后突然跳水下跌，目前市场已经连续调整两个交易日了，行情也是再次向下调整了。而今天的量能还是比较理想的，放量3100多亿，两市成交额也是重回3万亿上方，达到3.07万亿，量能的持续放大，场内交投活跃，场外增量资金选择抄底入场。不过市场放量大跌，不排除有大资金进行高低切换，这对接下来的行情来说，依然存在一定的不确定性。

博通暴跌，AI收入指引逊色，会跌破400美元吗？？

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

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