今天又是因外面大涨，_老虎社区_美港股上老虎

今天又是因外面大涨，所以高开，而今天外面全天高开高走过于强势，所以创业板这些就没有回落，情绪题材并没有被跷跷板压下去，保持了强势，这种情况下，反而情绪题材更主动，但量能是缩的，保持了放量下跌，缩量反弹的节奏，看似主阵地回到了AI硬件，但实际质量来说，依然是消费等题材更超预期，之前说的从农业往消费扩散，现在基本已经有这个势头了$山东玻纤(605006)$ $合富中国(603122)$ $东百集团(600693)$ $通宇通讯(002792)$ $中京电子(002579)$

AMD隔夜涨9.95%冲进万亿俱乐部，第二极坐实了？

美国超微(AMD)周一大涨9.95%，外媒称其"强势冲进1万亿美元俱乐部"，并刷新历史纪录。催化与Meta的Muse AI带来的芯片需求押注同源，AI支出担忧明显消退，资金为"英伟达之外的第二供应商"重新定价。多头认为多元化采购是必然趋势、AMD的弹性更大，空头追问高估值需要多少业绩才能撑住。登上万亿门槛后，AMD是主升浪的中段还是情绪的高潮？

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