美股振荡消化等待再次拐头，港股弱势先继续观察

中环杰哥投资探秘

美股，三大指数继续调整，但只是微跌，纳指100，因为硬科技相对强势，小幅收阳，就目前来说，纳指走得更好，大涨突破，然后高位温和震荡，有利于后续行情进一步拓展。其余标的属于跟随态势。港股，延续弱势，继续观察。

$英伟达(NVDA)$ $SpaceX(SPCX)$ $美国超微公司(AMD)$

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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