今天延续着近期缩量反_老虎社区_美港股上老虎

今天延续着近期缩量反弹、放量下跌的节奏，整体很弱，老港电商龙头发布定增近千亿的计划，解读是利好的，看做巨头在不断家大对AI的投入，所以对AI硬件是利好；解读是利空的，看做巨头的投入过大，都已经要靠增发募资来支撑AI的投入了，担心出现入不敷出的恶性循环，而市场的表现是倾向于后者的，我的观点依然是短期还需调整，市场目前越是聚焦AI，反而越容易被反噬，保持耐心$中京电子(002579)$ $通宇通讯(002792)$ $亨通光电(600487)$ $黄河旋风(600172)$ $天齐锂业(002466)$

WTI原油站上$90，美国"控盘"委内瑞拉石油要变天了吗？

WTI原油稳在90美元上方，地缘溢价持续发酵：美国对伊朗动武的消息推高油价，同时特朗普宣布用委内瑞拉原油回补战略储备，五角大楼据报将拿下委石油合资项目35%股权、令美方掌控全球7.1%探明储量。供给格局被政治力量重塑，通胀预期与能源股同步躁动。地缘溢价能撑多久，油价$90是新平台还是冲高回落的诱多？

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