纳指新高，费城突破，顺势而为，港股，继续再继续等待

中环杰哥投资探秘

美股，三大指数悉数上涨，纳指综合指数和纳指100均创出历史新高，而K线居然形成一个五连阴的形态。可见背后国债收益率飙涨的压制，当然，回摆可能性很大，大盘在有利数据背景下，拐头态势已成，费城半导体更是持续强劲突破。继续顺势操作。港股，不轻易操作，继续更待确定性机会。

$英伟达(NVDA)$ $SpaceX(SPCX)$ $Strategy(MSTR)$ $SK海力士(SKHY)$ $台积电(TSM)$

微软上周五涨3.66%，豪赌数据中心扩建值不值？

微软(MSFT)上周五收盘大涨3.66%，领跑大盘蓝筹。催化是其据传正筹划一轮大规模数据中心扩建，市场重新聚焦"Azure能否撑起这笔开支"——AI算力需求与资本开支的赛跑成为核心命题。但同一时间，外媒引用Michael Burry为"大型科技AI清算"标了日期，甲骨文6640亿美元订单被点名，提醒巨额AI投入的回报仍是悬念。多头认为微软的现金流与Azure地位足以消化扩张，空头担心capex军备竞赛透支自由现金流。当微软再加注数据中心，这是AI时代的护城河，还是Burry警告里的那颗雷？

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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