今日A股整体震荡偏弱_老虎社区_美港股上老虎

今日A股整体震荡偏弱，市场做多情绪低迷，权重与题材分化明显，成交量持续萎缩，资金观望情绪浓厚。蓝筹板块承压，成长题材轮动加快，热点持续性较差，短期缺乏明确主线。

操作上保持谨慎，不宜重仓追涨。规避高位题材与业绩不及预期个股。可轻仓关注低位消费、基建及高股息防御板块，逢低低吸，快进快出。

中期依旧以震荡筑底为主，耐心等待放量企稳信号，不盲目抄底，静待市场情绪回暖后再加大布局$南亚新材(688519)$ $特斯拉(TSLA)$ $英伟达(NVDA)$

英伟达今日逆大盘涨2.30%至$212.06，监管文件披露其持有AI云商Nebius约9.3%股权，强化"卖铲人"卡位AI基础设施的叙事。同期市场热议某中国AI模型因过热暂停新用户，卖方认为算力需求最终仍利好英伟达。在科技巨头财报密集披露、板块分化加剧之际，英伟达的相对强势能否延续？

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。

精彩评论

CyrilDavy
05-15
CyrilDavy
这量能确实难搞，英伟达特斯拉也得先等等？
乾元持稳
05-18
乾元持稳
等待机会

发表看法

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