大盘站上了5日均线，_老虎社区_美港股上老虎

大盘站上了5日均线，短期初步有走好的迹象，后续还是需要有效突破10日均线，才有望打开进一步上升空间，如果无法突破的话，还是延续震荡趋势，继续围绕3800点整数关口展开宽幅震荡，从60分钟级别上看，目前还是没有站上进攻线之上，说明行情还是没有进一步走强，短期反弹乏力了，目前上方压力还是在3860点附近，接下来还是需要企稳才能向上突破了。

Nebius暴涨27%，AI新云要成资本效率新标杆？

Nebius（NBIS）今日暴涨27.13%，在AI板块整体反弹中一骑绝尘。Yahoo报道其获7.75亿美元债务融资、被视为"重新定义AI资本效率"，叠加新的AI合作消息提振估值；市场更有"买入AI重置——被迫抛售恰是机会"之声。作为AI算力/新云（neocloud）代表，NBIS成为资金抄底AI基建的宠儿。当巨头资本开支叙事回暖，这类AI新云还能追吗？

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