英伟达带动指数飙升，个股分化明显

中环杰哥投资探秘

早评: 美股，纳指标普指数行情，企稳拐头走势显著，明显扭转纳指前面的8连阴，继续按趋势操作。从具体标的看，英伟达带动一批科技股，软件等大涨，而大部分标的表现并不好。但是，不管怎么样，我们继续从最重要的大盘走势来跟踪市场，同时，持续强劲的加密货币走势也显现资金层面的充裕。港股，恒指继续振荡，恒科弱势等信号，港股硬科技连续三天强势上行，继续跟踪。

存储链集体爆发，第二波内存牛市开闸了？

闪迪 +11.90%、SK海力士 +8.14%、美光 +6.10%，存储三雄集体飙升，三倍做多半导体 SOXL 同步暴涨 9.87%。SeekingAlpha 直呼"DRAM 或正处第二波内存牛市起点"，多家机构点名 Nvidia/Micron/Sandisk"触发买入信号"，HBM 与 AI 内存需求的确定性再度点火。闪迪更被喊"正是加仓的完美时点"。这轮内存行情从回调一路反包到爆发，是超级周期二次加速，还是又一次冲高？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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newsh
08-28
newsh
nvda

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