今天量能再创近期新低_老虎社区_美港股上老虎

今天量能再创近期新低的情况下，开盘AI硬件等方向大幅拉升，对情绪题材造成虹吸，导致许多强转弱的股，开盘就直接没了流动性，批量无量跌停，出现极端冰点，弱势市场，资金流向AI硬件端也只是浪费资金的徒劳，结果就是经常都盘中冲高后，又大幅回落，比单边阴跌还容易迷惑市场，虽然每天都做好了去低吸布局的准备，但这个阶段，少回撤就已经是市场上非常不容易的了$中京电子(002579)$ $山东玻纤(605006)$ $东百集团(600693)$ $先导智能(300450)$ $大为股份(002213)$

Meta逆势涨1.02%，1299美元VR眼镜能定义下个入口？

Meta(META)隔夜逆势收涨1.02%，成为红盘中少数亮点，催化是Meta Connect大会——公司发布1299美元的VR眼镜与无摄像头版智能眼镜，扎克伯格更透露Muse AI代理将从每笔交易中抽取小额费用。硬件与AI变现的双线叙事被重新点燃，"Muse开始收过路费"意味着它正从功能走向商业模式。多头认为设备+抽成是平台级现金流的雏形，空头担心1299美元定价过高、消费级VR渗透仍慢。当Muse开始对交易抽成，Meta的AI入口故事这次能落地成钱吗？

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