市场最近对细分龙头 _老虎社区_美港股上老虎

市场最近对细分龙头 + 题材稀缺的定价在明显抬升，乐欣的强势表现，本质是资金在为能讲清楚的龙头逻辑买单。AI板块情绪回暖时，更容易先拔估值的是“新股 + 叙事清晰 + 标签鲜明”的公司，$海致科技集团(02706)$ 天然具备聚光灯效应

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