昨天AI在利好的情况_老虎社区_美港股上老虎

昨天AI在利好的情况下深跌，成为两市最弱，今天在没任何基本面变化的情况下，反手又涨成了最强，可见当前市场仍然是在无序触发指标的情况下博弈，如何减少这种无序轮动带来的摩擦，就需要从硬逻辑和基本面的稀有程度上去考虑了，这将是后面一段时间，挖掘个股的重$中贝通信(603220)$ $依米康(300249)$ $大为股份(002213)$

腾讯绩后市场分歧加大！大家看好后市发展吗？

腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利，【腾讯财报超预期，但同时表示要开始投入大力投入AI了，同时减少回购，市场分歧增加。大家看好腾讯后市吗？绩后你的操作策略是？】

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Erness
03-18
Erness
AI轮动太疯，硬逻辑稀缺股才稳！

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