美股适度休整反映通胀和地缘，港股，慢慢等待

中环杰哥投资探秘

美股，三大指数悉数下跌，继续反应油价，通胀等市场因素，硬科技等标的调整幅度较大，指数本身还算适中，属于正常振荡节奏。港股，继续等待然后观察何时真正企稳。

$英特尔(INTC)$ $美光科技(MU)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$ $英伟达(NVDA)$

英伟达把回购额度加到2350亿,这波新高谁在买?

英伟达上周五收涨1.34%报233.95美元,盘中创237.88美元的历史新高,市值逼近6万亿美元。推着它的不是当天的新消息,是一笔早就摆在那里的钱:董事会批准把回购额度再加1500亿美元,到2028年1月前总额度2350亿美元。半导体整体走强,AMD收涨2.95%报633.91美元,市值首次站上1万亿美元,年内累计上涨196%;博通收涨3.35%报355.14美元;英特尔是唯一收跌的,跌0.56%报119.33美元。多头的抓手是2350亿美元不挑时点也不看估值,等于在股价下面垫了一层;空头的抓手是回购抬得起每股收益,却答不出数据中心的订单明年还剩多少,而逼近6万亿的市值正是按乐观答案定的。2350亿的回购,在你眼里能顶多大的事?

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