多重节点处博弈，等待最终结果

中环杰哥投资探秘

三大指数悉数上涨，大盘在20日线处初步企稳并展开博弈，如果看纳指100，竟然是8连阴(上涨阴线)，不管怎么样，这依然为后续反弹留下比较大的空间和持续性。加上地缘，pce，NVDA财报等影线因素和节点，继续等企稳和拐头。港股，小幅收敛，恒指继续看20日线的争夺，恒科，弱势表现，需要更多时间的修复。

修改于：08-26

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？

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newsh
08-26
newsh
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