美港股点评

中环杰哥投资探秘

美股，标普纳指小幅上涨，继续维持高位振荡走势，虽然没有继续突破，但只是时间问题，内存，光模块等科技股大涨乃至暴涨，值得继续跟踪。港股，短期偏弱，继续振荡，寻求20线的博弈，中期拐点还有一定的距离，所以，继续按需信号和需求来处理。

AI 新云双雄财报炸场，NBIS 暴涨超 34%？

AI 算力"新云"赛道财报集体炸场，Nebius(NBIS)暴涨约 34.14%、CoreWeave(CRWV)大涨约 19.28%。NBIS 被评"正从庞大在手订单(backlog)转向爆发式现金流"，CRWV 的强劲业绩更被指"点燃了全市场 AI 乐观情绪"。但狂欢中也有冷静声音——"绿芽初现，但仍是走钢丝"。神话级涨幅之后，新云们的现金流故事撑得住估值吗？

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