今天大盘整体走弱，多_老虎社区_美港股上老虎

今天大盘整体走弱，多数股票下跌，成交量进一步收缩，不过科技细分方向走出独立行情，资金扎堆少数赛道，板块分化格外明显。晚间盘面消息偏中性，没有重磅突发利好。操作上不宜冲动加仓，手里高位品种见好就收，多观察盘面信号，优先盯紧资金持续认可的方向，不要盲目抄底普跌个股，保持理性观望更稳妥。$上证指数(000001.SH)$ $中石科技(300684)$

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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