今天整体保持强势，量_老虎社区_美港股上老虎

今天整体保持强势，量能上了3万亿，算是强势置换延续趋势，前面突破了区间压力后，就会成了区间下限的支撑，后续再有回踩到的话，依然看机会，商业航天一如既往的强势表现，AI应用也开始发酵，质量比较高，看后面有没有持续性了，这两个板块的体量，哪怕是3万亿的环境，也是会有竞争$大族激光(002008)$ $长城军工(601606)$ $波长光电(301421)$ $安妮股份(002235)$ $昆仑万维(300418)$

美国修改芯片禁令！英伟达能否大涨？

1月14日，美国商务部下属工业和安全局（BIS）修改出口管制条例，将高性能芯片的出口限制放宽，其中包括总处理性能（TPP）低于21000，总DRAM带宽低于6500GB/s等，为$英伟达 (NVDA.US)$H200、AMD MI325X等产品的出口在法律上打开了空间。【英伟达两连阳，大家看好英伟达后续涨势吗？现在是否是上车好时机？】

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pigone11
01-09
pigone11
量能炸裂，航天AI齐飞，干就完了！

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