CPI和PPI是关键节点_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

CPI和PPI是关键节点

中环杰哥投资探秘
09-10 11:07

美股，三大指数继续下跌，原油和国债涨得甚至过头了。其实，短期看，纳指因为硬科技没怎么调整，标普再次来到阶段低位。总的来说，大盘还是想看PPI和CPI结果来定后续策略。基本上，不管什么结果，只要不确定性消失，大盘和主线都会回到原来的节奏，至于昨天，半导体继续强势，其余除油气标的外，都在调整。港股，继续原来节奏，恒指高位振荡，等待企稳信号，恒科弱势，先观察再说。

# SK海力士单日大涨7%，OpenAI订单把存储超级周期点着了吗？

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。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":606095719198888,"tweetId":"606095719198888","gmtCreate":1789009628491,"gmtModify":1789009632520,"author":{"id":59453294767938,"idStr":"59453294767938","authorId":59453294767938,"authorIdStr":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.19","exceedPercentage":"80.12%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2121,"starInvestorFlag":false},"themes":[{"themeId":"6429e42f29124ca9a8c88fad54196184","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士单日大涨7%，OpenAI订单把存储超级周期点着了吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6429e42f29124ca9a8c88fad54196184}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士周三收盘大涨 +7.05%，直接催化是 OpenAI 持续加码 AI 内存采购，把 HBM 与高端 NAND 需求继续往上顶。同板块闪迪 SNDK +1.51% 跟涨，多家机构把存储列为\"AI 算力下一段行情\"的核心受益方，长鑫科技 CXMT 等新玩家扩产也在改写供需格局。当 HBM 从紧缺走向\"OpenAI 级\"长约锁量，这轮存储涨势是刚起步，还是已把预期打满？","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[{"img":"https://static.tigerbbs.com/974b8bc3ab0ef79eb26a09135d7f50f4","width":"1080","height":"683"}],"coverImages":[{"img":"https://static.tigerbbs.com/974b8bc3ab0ef79eb26a09135d7f50f4","width":"1080","height":"683"}],"title":"CPI和PPI是关键节点","html":"<html><head></head><body><p>美股，三大指数继续下跌，原油和国债涨得甚至过头了。其实，短期看，纳指因为硬科技没怎么调整，标普再次来到阶段低位。总的来说，大盘还是想看PPI和CPI结果来定后续策略。基本上，不管什么结果，只要不确定性消失，大盘和主线都会回到原来的节奏，至于昨天，半导体继续强势，其余除油气标的外，都在调整。港股，继续原来节奏，恒指高位振荡，等待企稳信号，恒科弱势，先观察再说。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/974b8bc3ab0ef79eb26a09135d7f50f4\" tg-width=\"1080\" tg-height=\"683\"><span></span></p></body></html>","htmlText":"<html><head></head><body><p>美股，三大指数继续下跌，原油和国债涨得甚至过头了。其实，短期看，纳指因为硬科技没怎么调整，标普再次来到阶段低位。总的来说，大盘还是想看PPI和CPI结果来定后续策略。基本上，不管什么结果，只要不确定性消失，大盘和主线都会回到原来的节奏，至于昨天，半导体继续强势，其余除油气标的外，都在调整。港股，继续原来节奏，恒指高位振荡，等待企稳信号，恒科弱势，先观察再说。</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/974b8bc3ab0ef79eb26a09135d7f50f4\" tg-width=\"1080\" tg-height=\"683\"><span></span></p></body></html>","text":"美股，三大指数继续下跌，原油和国债涨得甚至过头了。其实，短期看，纳指因为硬科技没怎么调整，标普再次来到阶段低位。总的来说，大盘还是想看PPI和CPI结果来定后续策略。基本上，不管什么结果，只要不确定性消失，大盘和主线都会回到原来的节奏，至于昨天，半导体继续强势，其余除油气标的外，都在调整。港股，继续原来节奏，恒指高位振荡，等待企稳信号，恒科弱势，先观察再说。","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606095719198888","repostId":0,"isVote":1,"tweetType":1,"viewCount":128,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":331,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}