今天延续着近期缩量反_老虎社区_美港股上老虎

暮江天
08-24 17:08

今天延续着近期缩量反弹、放量下跌的节奏，整体很弱，老港电商龙头发布定增近千亿的计划，解读是利好的，看做巨头在不断家大对AI的投入，所以对AI硬件是利好；解读是利空的，看做巨头的投入过大，都已经要靠增发募资来支撑AI的投入了，担心出现入不敷出的恶性循环，而市场的表现是倾向于后者的，我的观点依然是短期还需调整，市场目前越是聚焦AI，反而越容易被反噬，保持耐心$中京电子(002579)$ $通宇通讯(002792)$ $亨通光电(600487)$ $黄河旋风(600172)$ $天齐锂业(002466)$

# 拼多多 Q2 财报出炉，Temu 遭欧盟关税围剿？

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