美股看振荡如何进一步演化和最终企稳，港股没看点等信号

中环杰哥投资探秘

美股，三大指数在连续上行后小幅收跌，而且是探底回升走势，更显振荡的稳健，符合我们之前的预期。纳指6连涨，也需要这个的消化。更重要的是，国债收益率进一步验证我们的判断，开始走稳甚至开始回落。港股，没什么亮点，继续跟踪，直到出现一浪高过一浪的机会再说。

$台积电(TSM)$ $英伟达(NVDA)$ $SpaceX(SPCX)$ $美光科技(MU)$

三星刚创纪录,存储股为何反而跌了一轮?

存储是周四跌得较重的一块:闪迪收跌4.90%报1609.46美元,美光收跌4.79%报1035.84美元,SK海力士收跌4.35%报170.50美元。方向和基本面拧着——三星电子前一天的三季度初步业绩创纪录,营业利润约107.40万亿韩元(约800亿美元),首次单季突破100万亿韩元。市场的解读落在增速上:有分析认为创纪录同时也显示增长在放缓,存储价格涨幅在收窄。多头认为绝对盈利摆在那里,单季800亿美元不是靠情绪撑出来的;空头认为周期股定价看增速的二阶导不是利润绝对值,创纪录和放缓同时出现,市场先按后者定价,何况前面已经涨了不少。创纪录的利润配上放缓的增速,存储见顶了吗?

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