美股陷入振荡结构之中

中环杰哥投资探秘

美股，三大指数，周五冲高后，全面回落，既有消息面的影响，也有技术面陷入高位振荡走势的因素，目前位置要经历一番振荡，然后才会有确定性方向，先继续观察再说。港股，恒科也陷入高位振荡寻找方向，恒科继续弱势结构。

Meta逆势大涨6.5%，三连跌市里凭什么独自领涨？

Meta 周三 +6.55%，在纳指三连跌、多数科技股回调的背景下逆势领涨大型科技股。市场将其归因于 AI 广告变现预期升温——CTV、自助投放等新广告形态被视为增量引擎，资金向"确定性最强的 AI 广告龙头"回流。但风险不小：Dan Ives 警告 10%-15% 美国数据中心项目或因政治逆风被砍，AI capex 叙事正被重新审视。当巨头集体回调时唯独 Meta 走强，这是龙头溢价还是资金抱团的最后一站？

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