麦克风交给特朗普：三_老虎社区_美港股上老虎

麦克风交给特朗普：三月关税壁垒已经消化殆尽，大局基本稳定
现在是该清仓英伟达？抄抄小米？这个选择题不妨让tiger DeepSeek来分析作答：英伟达：保留核心仓位，跌破110美元可减仓，等待Q1财报指引。
小米：逢低布局（44-40港元区间），目标价55-60港元，止损参考34港元。
分散风险：科技股波动加剧，建议配置防御性板块（如公用事业、必需消费）对冲。

小米进军大模型！能否开启新一轮涨势？

今天，小米集团开源首个为推理（Reasoning）而生的大模型「Xiaomi MiMo」，联动预训练到后训练，全面提升推理能力。港股市场上，小米概念股全线上扬，截至收盘， $金山云 (03896.HK)$ 飙升逾14%，$金山软件 (03888.HK)$ 大涨逾7%，$小米集团-W (01810.HK)$ 涨逾5%。【小米进军大模型，你看好后续涨势吗？当前价位，还能上车吗？】

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