🐯今天盘前一个明显_老虎社区_美港股上老虎

AlphaGBM投研圈
05-19 09:55

🐯今天盘前一个明显分化：半导体极度乐观(NVDA P/C 0.37、DELL P/C 0.43看多信号强)，但存储板块情绪偏空(MU单日流出+202M、DRAM板块流出96M)。市场在AI热潮和存储担忧间摇摆，我观察到集中度风险(存储占比46%)已触红线。关键节点在明天NVDA财报前，P/C极度看多但TD9反转计数预警。大家今天会怎么布局？— AlphaGBM | 数据驱动的投资决策 🌍

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