今日评论（2024.07.02）

1、芯片板块企稳，哪些标的有配置机会？ $英伟达(NVDA)$

2、中概股大幅回调，是否有抄底机会？ $阿里巴巴(BABA)$

3、 $中国海外互联网ETF-KraneShares(KWEB)$ 、 $ARK Innovation ETF(ARKK)$ 、 $Palantir Technologies Inc.(PLTR)$ 、$安森美半导体(ON)、$百特(BAX)、$Pacira BioSciences(PCRX)期权大量成交，后续走势如何看？

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