美股陷入振荡结构之中

中环杰哥投资探秘

美股，三大指数，周五冲高后，全面回落，既有消息面的影响，也有技术面陷入高位振荡走势的因素，目前位置要经历一番振荡，然后才会有确定性方向，先继续观察再说。港股，恒科也陷入高位振荡寻找方向，恒科继续弱势结构。

博通业绩创纪录却微跌，AI芯片beat为何不够看？

博通今日 -0.66%，Q3 营收创历史新高、AI 芯片销售强劲超预期，但股价不涨反跌——市场认为"beat 得还不够"，指引未给出更大惊喜引发获利了结。同为定制芯片（ASIC）阵营的迈威尔 -1.86% 承压跟跌。当 AI ASIC 已被市场按"完美预期"定价，超预期反而成了卖出理由。这是龙头行情高位的正常换手，还是 ASIC 叙事阶段性见顶的信号？

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