今天继续缩量向上，热_老虎社区_美港股上老虎

今天继续缩量向上，热点板块都预期不高，当前行情下，指数越平稳、越难找机会，指数上涨的情况下，板块之间内卷明显，早盘涨幅第一的医药，盘中直接回落成跌幅第一，而乘势而起的AI，因没有量能支撑，下午也随创业板指数大幅回落，所以近期的操作，尽量潜伏低吸，反而要等出现大的调整，才能去积极进攻$中京电子(002579)$ $通宇通讯(002792)$ $亨通光电(600487)$ $黄河旋风(600172)$ $天齐锂业(002466)$

英伟达首发年度预测，市值要超苹果谷歌？

英伟达今日 +0.84%，逆势收红。公司史上首次给出"年度前瞻指引"，被解读为将其推上超越苹果、Alphabet 市值的路径，龙头对未来需求的能见度罕见地拉长。与此同时市场仍在追问"英伟达能否证明自己不靠少数几家超大规模客户吃饭"，客户集中度是最大质疑点。当龙头用一份超长预期喊话全市场，它冲击全球市值第一的底气，是真需求还是叙事透支？

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