美股温和震荡硬科技强劲，等待国债的极致反转

中环杰哥投资探秘

美股，三大指数小幅收涨，处于阶段低位的企稳节点，不过，硬科技大涨，费城半导体有突破之势。目前，国债收益率极端夸张，什么时候反转是一大看点，也是一个行情转折点。港股，先观察。

$SK海力士(SKHY)$ $英伟达(NVDA)$ $美光科技(MU)$ $英特尔(INTC)$ $美国超微公司(AMD)$

别人涨它不涨,存储这次为什么掉队了?

周二半导体整体走高,存储却是反的。SK hynix收跌6.39%报182.56美元,跌破技术支撑位,它前面刚涨了一轮,本月27日交三季度财报。希捷收跌9.18%报805.63美元,西部数据收跌6.93%报411.04美元,闪迪收跌2.56%报1660.46美元,美光收跌1.73%报1045.56美元。压力来自供给端:东芝扩产引发定价和利润率担忧,TDK磁头业务竞购的报道又添变数,东芝已否认;摩根士丹利提示电力瓶颈可能延后数据中心部署,影响存储交付和库存,希捷CEO则于10月1日按预先安排减持1740万美元。多头认为跌的是供给预期,不是需求转弱,数据中心用量还在涨;空头认为供给需求两头都有问号,扩产进度、存储价格、订单兑现都没落地,而前面已经涨了很多。存储这次掉队,你会把它当成入场机会吗?

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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