尘埃落定，科技企稳，等待修复

中环杰哥投资探秘

美股，凌晨的议息会议比实际略微鹰派，大盘也高开低走有所反应，这也就够了，首先，这些符合美联储主席之前的人设，不算太意外，其次，明年的点阵图总体看基本不加息甚至可能减息，这是更重要的，最后，尘埃落定，大盘前期调整周期和幅度已经足够，应该有一个修复过程。港股，不着急，继续先等待企稳信号出现再说其他的。

SK海力士找上英特尔,代工能接住存储吗?

周三涨得最扎眼的是英特尔,收涨4.03%报101.05美元,推它的消息却来自存储:SK海力士正在跟它谈,用英特尔的美国产能代工存储芯片。有意思的是谁吃到了这条消息。存储自己没动——SK海力士收涨0.02%报174.87美元,美光收跌0.11%报926.55美元,闪迪收跌0.71%报1519.97美元,三只贴着零轴。同一条消息,做代工的涨4%,被代工的原地踏步。市场的解读是存储缺的是产能,能把产能变成现金的是手上有产能那一方。但贴着零轴不等于认同,是没给意见:谈判还没落成,产能建起来也要时间。代工吃到存储的红利,这条路走得通吗?

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