今天大盘整体走弱，多_老虎社区_美港股上老虎

今天大盘整体走弱，多数股票下跌，成交量进一步收缩，不过科技细分方向走出独立行情，资金扎堆少数赛道，板块分化格外明显。晚间盘面消息偏中性，没有重磅突发利好。操作上不宜冲动加仓，手里高位品种见好就收，多观察盘面信号，优先盯紧资金持续认可的方向，不要盲目抄底普跌个股，保持理性观望更稳妥。$上证指数(000001.SH)$ $中石科技(300684)$

谷歌隔夜逆势涨3%，科技崩盘里为何独树一帜？

满盘皆墨中，谷歌(GOOG)周一收盘逆势大涨3.06%，成为大型科技里罕见的红盘。讽刺的是，正是谷歌AI主管与Anthropic CEO一同呼吁行业减速，市场却把资金抱向现金流稳、估值不极端的谷歌。苹果(AAPL)同样微翻红0.24%，避险轮动味道渐浓。多头说这是龙头抱团的开始，空头提醒别把补跌前的滞后当强势。资金真在向确定性迁徙吗？

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