创新高后，支撑与压力_老虎社区_美港股上老虎

创新高后，支撑与压力并存。经济复苏、政策利好、资金流入是支撑，但半年报业绩或成变数。

我更看好科技（AI产业链）、消费（政策加持）。当前半仓，策略是持仓核心标的，逢调整加仓，不追高。

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