今天早盘震荡，午盘发_老虎社区_美港股上老虎

2025-12-05

今天早盘震荡，午盘发力的走势，板块轮番活跃，个股纷纷反弹回来，重点还是强者恒强，妖股强势反弹，科技+金融领涨，赚钱效应拉满。

1. 摩尔线程（N摩尔 - U）

2. 龙洲股份

3. 航天发$三花智控(02050)$ $杰普特(688025)$ $英伟达(NVDA)$

每当S&P Dow Jones Indices准备公布成分股调整，都会引起市场骚动。ETF做市商的仓位开始调节，量化模型把“潜在候选名单”写进了风险矩阵。这一次，Marvell&Carvana站在了名单最前排。Stephens分析师表示：MRVL是当前尚未进去指数的最合格的大型公司。【2025年统计数据显示，被纳入S&P 500的公司，平均要比大盘多涨7.4%，eg.近期的SNDK.。大家觉得现在，MRVL&CVNA有机会吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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waipoin
2025-12-05
waipoin
科技金融双龙头，躺赚行情继续冲！

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