特斯拉续攻AI主线，能源板块迎来低吸窗口
TSLA
昨晚特斯拉公布与 LG 签订43亿电池大单，并确认将在奥斯汀启动Robotaxi业务，马斯克继续深度卡位AI+自动驾驶。盘前回踩至321附近，利好仍在但短期透支部分情绪。如果早盘快速拉回330，并能放量站稳，可轻仓切入，目标上看335–340区间；但若迟迟无法突破，或者回踩跌破324，就要果断观望或止损，防止情绪退潮带来的二次回落。
NVDA
NVDA盘前报在175附近，略低于昨日高点，整体仍保持上升通道。AI主线持续发酵，Marvell、Vertiv、Qorvo 等产业链个股强势爆发，NVDA作为龙头仍是资金首选。盘中只要重返179–180，并伴随成交放量，就可将仓位提升至1.2倍，目标看183–185；若跌破175，要坚决止损，避免被短线洗出。
CVX
盘前CVX报价在156，继续在我们昨日布局的155–156区间波动。美欧贸易协议推升能源需求预期，油价走强构成基本面支 撑。继续在156–156.5之间吸纳，若板块整体走强，可逐步提升至中仓，目标设在158–160，止损位仍放在151。
XOM
XOM盘前微涨至112.9，走势稳定但缺乏独立驱动。作为能源板块跟随者，建议以CVX为风向标。若CVX盘中强势突破，则可在XOM的110–111区间介入小仓，目标看113–115，止损位109。整体弹性不如CVX，但结构稳定，适合稳健跟单。
FISV
盘前FISV表现平淡，仍无明显止跌迹象。当前仍在前期回调结构中震荡，需等待确切的回升信号。除非盘中回踩至131–132附近并形成明显止跌反弹结构，才可尝试极小仓博短线弹性，目标短打至135–137，止损设在127下方。不作为主攻方向，仅供激进交易者关注。
Tesla recently secured a $4.3 billion battery supply contract with LG, reinforcing its deep commitment to AI and autonomous driving technologies, notably advancing its Robotaxi initiative in Austin. This move signals continued expansion of Tesla's AI-driven automotive strategy, creating new investment opportunities as the company seeks to maintain a competitive edge in electric vehicles and self-driving capabilities. NVIDIA (NVDA), a leader in AI chips, remains amid an uptrend supported by robust demand in AI sectors. The ongoing strength of related stocks like Marvell, Vertiv, and Qorvo highlights the industry's expansion. Investors are advised to monitor NVDA’s price movement, using volume-supported breakouts as an opportunity to increase holdings, while applying strict stop-losses below key price levels to mitigate short-term volatility. In the energy sector, Chevron (CVX) and ExxonMobil (XOM) present promising trading ranges founded on improving fundamentals. Recent Europe-US trade agreements have increased energy demand expectations, bolstering oil prices and supporting stock rebounds. CVX offers attractive accumulation levels with potential for mid-term gains, while XOM’s stable, less volatile profile suits conservative investors following energy trends. Meanwhile, FISV remains in a cautious consolidation phase, with limited signals for recovery. Aggressive traders might explore short-term rebounds if confirmed by clear technical patterns near critical support zones, but overall, FISV is less recommended as a primary investment. A critical point for all these stocks is disciplined position sizing and stop-loss management to navigate market uncertainties effectively. Incorporating AI and energy sector trends into portfolio strategies can align investment decisions with the evolving technological and geopolitical landscape, enhancing growth prospects while managing risks efficiently.