$Applied O_老虎社区_美港股上老虎 - 老虎社区

中环杰哥投资探秘

$Applied Optoelectronics Inc.(AAOI)$

早评: 美股，三大指数高开低走，小幅收跌，没有延续突破，重回高位振荡区间，这也算正常表现(纳指100还保持上行走势)，个股方面，内存，光通讯，半导体设备等标的依然大涨，延续强势表现，这些依然是后续的主线。港股，继续按信号来追踪，站上20日线将明显扭转调整状态。另外，硬科技依然处于上行节奏之中。

迈威尔盘后挫 7.8%，同是财报为何掉队？

迈威尔（MRVL）日内跌 1.49%、盘后进一步重挫约 7.80%，在英伟达、赛富时接连 beat 的财报潮里意外掉队。季报被 SeekingAlpha 直接评为"还不够好"、"我认同市场的反应"，定制 AI 芯片（ASIC）的增长未能兑现市场的高预期，与博通的差距重新成为焦点。同是 AI 财报，英伟达封神、迈威尔失速，这波盘后杀跌你会当错杀抄底，还是承认定制芯片故事降温？

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。

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