硬科技拐头

中环杰哥投资探秘

美股，昨日美股停盘，暂时不需多说，CPI，地缘是一个变量，但是，影响不了核心主导因素，随着硬科技复苏，继续顺势操作。港股，硬科技继续反弹，恒指恒科，等待明确突破性信号。

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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