上下振荡给出稳健信号

中环杰哥投资探秘

三大指数继续小幅收跌，但其实，纳斯达克综合指数和纳指100还是阳线，更重要的是，前一天是上影线，今天是下影线，这样的振荡，更有利于大盘的振荡企稳。继续等待大盘转折的信号。另外，科技股的企稳，日韩稳健等都有利于大盘消化调整，企稳走好。港股，恒指在短线振荡，恒科在中线支撑线处徘徊，等确定性信号才有机会。

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
09-01
newsh
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