今天市场温和放量，百_老虎社区_美港股上老虎

今天市场温和放量，百股涨停，没有上周暴力，但胜在稳，市场的信心或者说资金还不够，所以只能选择局部行情，不然即使单天涨再多，后面还回去也没用，接下来就看这种局部行情，是依托哪几个板块展开就好了，修复从来不是一蹴而就的，会反复打磨，止跌之后机会多的是，祝大家八月开门红！$红宝丽(002165)$ $步步高(002251)$ $航天发展(000547)$ $云赛智联(600602)$ $浪潮信息(000977)$

电力端和算力端同一天走强,这轮涨的是同一条逻辑吗?

周二电力股从长时间的沉寂里突破。Vistra Energy收涨10.77%报160.50美元,美国能源部正式宣布那笔最高42亿美元的核电贷款:给现有核电机组做提效改造,涉及四个电站六台机组,不是新建。算力这端也在动,Nebius收涨7.44%报249.87美元,推力是一份推理订单。多头认为两端由同一件事串起来——数据中心的用电要靠电力资产兑现,算力要靠订单兑现,突破说明AI交易的受益范围正从芯片扩散到供电的公司;空头认为Nebius市盈率已近197倍,电力协议虽落地,提效的发电量仍要等工期,两边现价都把很远的增长提前算了进去。这两端同时走强,市场在提前定价什么?

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