今天大盘虽然冲高回落_老虎社区_美港股上老虎

今天大盘虽然冲高回落了，但是尾盘并未加速跳水，反而是反复震荡，说明下方支撑还是比较强的。但是两创指数再次震荡，科技板块还是处于调整状态。说明短期向上反弹的压力还在。反弹趋势减缓的情况下，很难再次加速拉升了。后续券商不反弹的话，A股也很难再次企稳。接下来还是看金融板块能否与科技修复了。不然，还是会继续向下探底。$长飞光纤(601869)$ $通鼎互联(002491)$

光通信集体反弹,没有消息也能涨一天?

光通信周三集体反弹。Lumentum收涨9.59%报919.40美元,领涨标普500,Marvell收涨3.61%报229.71美元,同一天AXT涨11.44%,Semtech涨11.03%,Coherent涨约6%。翻了一圈,没有一条属于Lumentum自己的消息:没有财报,没有指引,没有订单,也没有评级调整。市场把这轮涨归到两件事上,一是这批票前面跌得太深,周三是超跌之后的回补;二是共封装光学的热度,AXT当天就是被点名成这个方向的赢家。对照着看更清楚,周一重挫14%的康宁这天没跟上。多头的抓手是AI要搬的数据早晚得落到光这一层,产能是真紧的;空头的抓手是没有公司层面的消息撑着,涨得快的退得也快。这轮光通信的涨,有多少是真需求?

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