$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$ 今日指数分化，资金持续高低切换，煤炭、航运、有色等周期资源板块强势领涨；前期热门科技题材继续回调，获利资金出逃。

操作策略：切忌追高周期热点，不盲目抄底回调科技股。保持仓位理性，聚焦低位具备业绩支撑的方向，做好止盈止损，静待量能回暖，观察后续市场主线能否确立$中石科技(300684)$ $上证指数(000001.SH)$ $恒锋工具(300488)$

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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