纳指七连阴的处理策略

中环杰哥投资探秘

等待企稳反抽再决定如何进一步操作。

存储涨势现分化，高盛喊底部为何美光掉队？

存储三巨头周二走势分化：SK海力士收涨4.83%，闪迪基本走平，美光却逆势跌1.61%。高盛发研报称美光与闪迪"最坏时刻或已过去"，看多新一轮存储涨价周期；但美光近期持续跑输同业，德鲁肯米勒（Druckenmiller）更已清仓美光转投谷歌。HBM景气归HBM，美光独自掉队是补涨机会还是基本面隐忧？

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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newsh
08-25
newsh
七连阴

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