今天指数与个股共振普_老虎社区_美港股上老虎

今天指数与个股共振普涨，放量三千多亿，量能重回两万亿上方，所以收盘也没有像之前一样大幅回落，资金主攻的仍然是AI硬件，但要注意的是，看似人气很高，实际上连创业板周一的大阴线都没反包，反包上周三的巨阴线就更无从谈起了，所以暂时仍视作第二轮反弹结束后的反抽，预计这个低区间并不容易突破，后面一段时间还是弱震荡整理$中京电子(002579)$ $通宇通讯(002792)$ $亨通光电(600487)$ $黄河旋风(600172)$ $天齐锂业(002466)$

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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