能源环保板块正处于政_老虎社区_美港股上老虎

能源环保板块正处于政策红利密集释放 + 产业加速落地的关键阶段，整体呈现 “高景气赛道领涨、传统能源承压、环保治理修复” 的格局。能源环保与医疗均是政策重点支持、产业趋势明确的优质赛道。能源环保高成长、高弹性，医疗稳健修复、刚需支撑。投资需立足政策、跟踪业绩、精选龙头，以中长期视角把握结构性机会。$英科再生(688087)$ $正丹股份(300641)$ $航发动力(600893)$

OpenAI带崩AI链条！股价大跌，能否上车？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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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