今天市场在外面上涨的_老虎社区_美港股上老虎

今天市场在外面上涨的影响下高开，随后小盘股和大科技继续走低，拖累了整个市场人气，短期下跌动能也衰竭到极致，整个盘面量能不断缩减，今天再次出现地量水平1.78万亿，等量能再次放大吧，近期的券商在不断放量过程中，已经开始悄悄走强，而前期的医药下午也开始有提前走强的迹象，如果这里借助反弹，不管是大科技还是医药，显然都可以带动盘面人气，就看最终是谁启动了，明天周五，能来个普涨吗？$雪人集团(002639)$ $吉视传媒(601929)$ $浪潮信息(000977)$ $永鼎股份(600105)$ $红宝丽(002165)$

Meta逆势大涨6.5%，三连跌市里凭什么独自领涨？

Meta 周三 +6.55%，在纳指三连跌、多数科技股回调的背景下逆势领涨大型科技股。市场将其归因于 AI 广告变现预期升温——CTV、自助投放等新广告形态被视为增量引擎，资金向"确定性最强的 AI 广告龙头"回流。但风险不小：Dan Ives 警告 10%-15% 美国数据中心项目或因政治逆风被砍，AI capex 叙事正被重新审视。当巨头集体回调时唯独 Meta 走强，这是龙头溢价还是资金抱团的最后一站？

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