今天受外面AI存储芯_老虎社区_美港股上老虎

今天受外面AI存储芯片龙头业绩利好影响，AI板块继续修复，质量中等，而非AI方向则继续阴跌，个股下跌四千多只，近几个月看似指数在四千点上方，但除了AI强势以外，其他大部分个股实际是在走主跌浪的，这里和板块、基本面的关系不大，只要不是AI方向，基本上都很弱，极致抱团在继续，那就依然只能看AI内的细分，其他非AI的，在题材彻底转换之前，都要注$天齐锂业(002466)$ $大族激光(002008)$ $视觉中国(000681)$ $三安光电(600703)$ $烽火通信(600498)$

沃什宣誓就任美联储主席！加息押注开启？

科技股推动美股续涨，道指两日连创新高，标普连涨八周、创两年多最长连涨周。沃什宣誓就任美联储主席，“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息。

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