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$天齐锂业(002466)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $剑桥科技(603083)$

阿里巴巴涨4%，Qwen3.8-Max要打响AI反攻？

阿里巴巴今日上涨4.13%，新一代大模型Qwen3.8-Max发布点燃中国AI叙事。SeekingAlpha"华尔街早餐"专门点名Qwen3.8-Max，市场重新审视阿里在云与AI的重估空间，叠加地缘缓和带动的中概情绪回暖。但宏观消费与监管的老问题仍在。当国产大模型加速迭代，阿里的AI重估行情能走多远？

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