今天虽然指数收绿，但_老虎社区_美港股上老虎

暮江天
09-01

今天虽然指数收绿，但题材情绪确实是近半年最高昂的已次，伴随着趋势板块的持续走弱，市场终于开始明显倾向于情绪题材了，即使从估值角度看，许多AI硬件个股，即使将来两年如期保持业绩高增长，其估值也比很多非AI硬件的公司更高，这代表后面趋势板块的每一次反弹，都是落袋的节点，同时也是寻找低题材机会的节点，但节奏上仍然注意，今天题材情绪极致高潮，后面可以等情绪回落时再找高切低的机会$亨通光电(600487)$ $通宇通讯(002792)$ $中京电子(002579)$ $黄河旋风(600172)$ $天齐锂业(002466)$

# 英伟达首发年度预测，市值要超苹果谷歌？

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