今天收在3814.2_老虎社区_美港股上老虎

今天收在3814.2点，跌破了5日均线，短期走弱迹象明显，行情目前再次向下调整了，而下方支撑还是在整数关口附近，下周一旦失守的话，市场或将会进一步走弱了，不过半导体板块止跌反弹，银行板块拉升，说明市场还是处于护盘阶段，下跌空间不大了，随着底部支撑较强，行情很可能会维持宽幅震荡走势，拭目以待

谷歌财报后跌6.9%,2000亿capex把市场吓退?

Alphabet财报后下挫6.89%,主因2026年资本开支指引飙至约2000亿美元,市场担忧AI投入侵蚀利润。尽管云与搜索业绩稳健、巴菲特近期还加持谷歌,但"重资本、慢回报"的定价切换让Mag-7单日蒸发超7000亿。资金正重新审视超级科技的估值锚。当AI军备竞赛比拼的是烧钱耐力,谷歌的护城河能消化这笔账吗?

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