$中石科技(3006_老虎社区_美港股上老虎

$中石科技(300684)$ $平潭发展(000592)$ 今日A股震荡调整，节前避险情绪升温，叠加中秋假期临近，资金偏向防御，科技成长出现获利回吐，银行、风电等防御板块相对抗跌，个股普跌，成交有所缩量。

外围波动带来不确定性，中秋假期休市，需留意假期海外消息扰动。操作上严控仓位，不急于抄底，高位股注意止盈；景气赛道等待企稳信号，观望为主，节后再看情绪修复。个人见解，仅供参考。

美国超微(AMD)周一大涨9.95%，外媒称其"强势冲进1万亿美元俱乐部"，并刷新历史纪录。催化与Meta的Muse AI带来的芯片需求押注同源，AI支出担忧明显消退，资金为"英伟达之外的第二供应商"重新定价。多头认为多元化采购是必然趋势、AMD的弹性更大，空头追问高估值需要多少业绩才能撑住。登上万亿门槛后，AMD是主升浪的中段还是情绪的高潮？

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