今天由于外面AI硬件_老虎社区_美港股上老虎

今天由于外面AI硬件晚间大涨，国内AI也跟涨，量能缩了四千亿的情况下，跷跷板效应是预期内的，但日内强弱转换，情绪题材直接出现了跌停潮甚至天地板，就是比较难预料的，操作的难点仍然是AI硬件方向反复走强、大回落、又回光返照，所以整个市场的节奏拉扯都很异常，今天AI硬件走强了，那下周预期又该题材情绪回暖了，但持续性就只能边走边看了$通宇通讯(002792)$ $亨通光电(600487)$ $黄河旋风(600172)$ $天齐锂业(002466)$ $首开股份(600376)$

三大指数逼近新高，这轮涨势还该追吗？

纳指100 QQQ 今日微跌约 0.14%、纳指跌约 0.28%，在连创新高后于高位震荡。卖方观点分裂——一方看"标普出现看涨异动、市场蓄势再冲",另一方警告"本周或迎来重大波动率切换、创新高后追涨需谨慎"。本周还有沃尔玛财报与零售数据待验证。高位震荡的当下，是继续追高还是先落袋观望？

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