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2026-10-04 – 2026-10-10
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三大方向:AI基础设施受益于算力需求但估值已高需警惕回调($APLD $NVDA $ORCL);地缘风险降温,能源/航空反弹($DAL $UAL $XOM);小盘生科股资金活跃($NUVL $RGNT $LYEL)。