今日行情是典型的高位_老虎社区_美港股上老虎

今日行情是典型的高位震荡、风格切换，标志着市场从前期成长赛道的极致抱团，转向防御 + 政策主线的均衡配置。短期市场大概率延续震荡整理，重点关注低估值防御板块的持续性，以及科技赛道内部的低位补涨机会。操作上宜控制仓位，聚焦政策导向与业绩确定性，规避高位回调风险。$恒烁股份(688416)$ $至信股份(603352)$ $信立泰(002294)$

中际旭创港股招股火爆，2026约八成新股首日飘红，光模块龙头打新盛宴来了？

作为全球光模块龙头，中际旭创深度绑定英伟达AI算力链，800G/1.6T高速光模块随全球数据中心资本开支持续放量，业绩确定性十足。此番招股恰逢港股打新赚钱效应升温——2026年以来约八成新股上市首日上涨，AI科技新经济标的更是资金追捧的焦点。手握龙头稀缺性与AI高景气双重光环，中际旭创会否成为下一只打新爆款？

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