今天盘面还是弱，非A_老虎社区_美港股上老虎

今天盘面还是弱，非AI整体走弱，AI早盘延续修复后，下午又大幅度回落，炸板率非常高，而成交量大幅度缩减，说明并没增量进来，那超跌反弹兑现后，AI中期依然是调整走势，预期不高，整体看，指数在当前开始稳住，但也因这种稳住，反而使得市场无法充分调整，操作难度依然比较大，因此继续耐心等待更新更低的题材出$天齐锂业(002466)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$

稳市机制持续加码，恒生科技重回4800点，港股要转科技主线了？

稳市信号持续释放——证监会连续召开上市公司、行业机构及专家学者座谈会，明确将增强市场内在稳定性；国资平台增持、上市公司回购也为市场注入信心。周二恒生科技指数连续修复、重回4800点上方，半导体、PCB概念、光通信及AI应用成为领涨方向，港股的机会正从普涨转向科技主线的结构性发力。随着Qwen、Kimi、DeepSeek等国产模型密集迭代，市场更关注云计算、算力基础设施与应用变现。你更看好芯片硬科技、AI应用，还是阿里、腾讯等科网龙头？

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588517132387392,"tweetId":"588517132387392","gmtCreate":1784712379637,"gmtModify":1784712384080,"author":{"id":4181360194934562,"idStr":"4181360194934562","authorId":4181360194934562,"authorIdStr":"4181360194934562","name":"暮江天","avatar":"https://static.tigerbbs.com/e89470778b875076a078ae591f2edc7b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":56,"starInvestorFlag":false},"themes":[{"themeId":"19d3c022f6b54a81961f144ee920f85c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"稳市机制持续加码，恒生科技重回4800点，港股要转科技主线了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":19d3c022f6b54a81961f144ee920f85c}&rnconfig={\"headerBarHidden\": true}","description":"稳市信号持续释放——证监会连续召开上市公司、行业机构及专家学者座谈会，明确将增强市场内在稳定性；国资平台增持、上市公司回购也为市场注入信心。周二恒生科技指数连续修复、重回4800点上方，半导体、PCB概念、光通信及AI应用成为领涨方向，港股的机会正从普涨转向科技主线的结构性发力。随着Qwen、Kimi、DeepSeek等国产模型密集迭代，市场更关注云计算、算力基础设施与应用变现。你更看好芯片硬科技、AI应用，还是阿里、腾讯等科网龙头？","image":"https://static.tigerbbs.com/b0d10a7977e2d95554cad70a2eb8c4f5"}],"images":[{"img":"https://static.tigerbbs.com/41127e1550c5e4165e39c44ddff97747","width":"758","height":"707"}],"coverImages":[{"img":"https://static.tigerbbs.com/41127e1550c5e4165e39c44ddff97747","width":"758","height":"707"}],"title":"","html":"<html><head></head><body><p>今天盘面还是弱，非AI整体走弱，AI早盘延续修复后，下午又大幅度回落，炸板率非常高，而成交量大幅度缩减，说明并没增量进来，那超跌反弹兑现后，AI中期依然是调整走势，预期不高，整体看，指数在当前开始稳住，但也因这种稳住，反而使得市场无法充分调整，操作难度依然比较大，因此继续耐心等待更新更低的题材出<a href=\"https://laohu8.com/S/002466\">$天齐锂业(002466)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/41127e1550c5e4165e39c44ddff97747\" tg-width=\"758\" tg-height=\"707\"></body></html>","htmlText":"<html><head></head><body><p>今天盘面还是弱，非AI整体走弱，AI早盘延续修复后，下午又大幅度回落，炸板率非常高，而成交量大幅度缩减，说明并没增量进来，那超跌反弹兑现后，AI中期依然是调整走势，预期不高，整体看，指数在当前开始稳住，但也因这种稳住，反而使得市场无法充分调整，操作难度依然比较大，因此继续耐心等待更新更低的题材出<a href=\"https://laohu8.com/S/002466\">$天齐锂业(002466)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603083\">$剑桥科技(603083)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/41127e1550c5e4165e39c44ddff97747\" tg-width=\"758\" tg-height=\"707\"></body></html>","text":"今天盘面还是弱，非AI整体走弱，AI早盘延续修复后，下午又大幅度回落，炸板率非常高，而成交量大幅度缩减，说明并没增量进来，那超跌反弹兑现后，AI中期依然是调整走势，预期不高，整体看，指数在当前开始稳住，但也因这种稳住，反而使得市场无法充分调整，操作难度依然比较大，因此继续耐心等待更新更低的题材出$天齐锂业(002466)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588517132387392","repostId":0,"isVote":1,"tweetType":1,"viewCount":415,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["603083","002466","600172","600376","000681","09696","06166"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":365,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588517132387392"}