今天盘中一度深跌，下_老虎社区_美港股上老虎

今天盘中一度深跌，下午逐步反弹，日内主跌的是前期强势的AI趋势股，这里调整的原因是早盘外面市场继续下跌，并且临近机构半年报，不少风格出现偏差的机构在卡节点调仓，最终的计算节点是6月的最后一天，那7月的第一天就很关键了，如果市场依然看好AI，到时资金就大概率会往AI回归，反之如果到时AI依然很弱，就要警惕调整级别的变大了$视觉中国(000681)$ $天齐锂业(002466)$ $三安光电(600703)$ $大族激光(002008)$ $露笑科技(002617)$

存储股连崩第二日，SK海力士再挫14%，抄底吗？

SK海力士今日再跌13.69%、闪迪跌12.63%、美光跌5.65%，存储股连崩第二日且跌幅扩大。催化升级为评级下调——SeekingAlpha下调美光，并称"海力士这轮还没跌够"。杠杆盘遭血洗：SOXL跌13.94%、DRAM ETF跌8.82%、南方两倍海力士暴跌16.68%。是周期见顶刚开始定价，还是恐慌错杀的黄金坑？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

后复权
06-29
后复权
$兴业股份(603928)$ 早上五个点没敢买，唉
后复权
06-29
后复权
好有钱，兴业股份你怎么看，唉，今天没敢买，又怂了

发表看法

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