今天还是比较谨慎的。_老虎社区_美港股上老虎

今天还是比较谨慎的。目前市场再次震荡，短期还是一个弱势整理而已。随着创业板指及科创50慢慢企稳，接下来在金融板块的发力下，行情还是有希望再次迎来新的转变的。所以说，短期的震荡也只是调整而已，后续放量，突破压力的概率还是比较大的。还是要注意调整策略，及时防守。

英伟达反弹3.2%，129亿收购Hugging Face补生态？

英伟达今日 +3.21%，领涨芯片股。催化是英伟达接近以约 129 亿美元收购 AI 开源模型平台 Hugging Face，从卖"算力硬件"向上延伸卡位"模型生态"入口，护城河再加厚。与此同时博通财报点燃 ASIC 分羹算力的讨论，"谁卖大脑、谁卖肌肉"之争升温。龙头用一笔生态级收购回应挑战者，AI 算力的定价权还牢牢握在英伟达手里吗？

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