$善水科技(3011_老虎社区_美港股上老虎

$善水科技(301190)$ $因赛集团(300781)$ $易点天下(301171)$ 今天盘面来回震荡，板块分化明显，资金观望情绪较重。不少热门标的波动加大，稳健方向相对抗跌。行情短期还有反复，不用急于操作，耐心等待春暖花开。个人见解不构成投资建议。

英伟达逆涨1%，芯片风暴过了吗？

英伟达上涨0.97%，在美光与SK海力士继续下跌时展现相对强势，资金等待ASML财报与CPI验证科技股方向。存储竞争不等同于GPU需求转弱，但市场对3万亿美元AI投资链条的融资与回报仍有疑虑。相对强势能否延续，还是财报前的短暂避险？

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