此次港股晶片板块的集_老虎社区_美港股上老虎

hkshark
07-21 21:04

此次港股晶片板块的集体爆发，是证监会座谈会预期引导与中国国新超500亿资金扫货维稳的双重共振。从专业投资视角来看，这释放了强烈的政策底信号。
然而，情绪面修复不等于产业周期直接反转。后续操作上，建议投资人聚焦核心半导体与AI算力标的，逢低布局、严控仓位，切忌盲目追高。

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