指数如期修复，AI持续牛市主线

中环杰哥投资探秘

美股，三大指数开始修复，标普涨幅是一个半月以来涨幅最大的，跌幅一个半月没有超过1%。可见是正常调整节奏。最近的外围影响稍微停歇，从技术看，并且从6月初算起，大盘连续三次下探55日线，稍作停留就展开反弹，目前依然延续这个节奏，我们继续跟踪。港股，恒指超越9/15高点，恒科形成一个小平台，待平台突破后，方扭转短期劣势。

$标普500(.SPX)$ $恒生指数(HSI)$

闪迪回调3.73%，2400美元目标价与155亿回购谁赢？

闪迪(SNDK)隔夜回落3.73%，在存储链集体获利了结中领跌，但基本面催化反而在加码。外媒披露一份2400美元的目标价"点燃了整个存储板块"，公司同时抛出155亿美元回购计划，"最多可注销约5.6%的流通股"。回购+高目标价对冲了短期抛压，与当日股价回调形成明显反差。多头认为供给持续趋紧、回购托底，空头提醒连续暴涨后高位标的对宏观逆风更敏感。当2400美元目标价撞上一轮获利了结，闪迪的回调是加仓机会还是趋势降温？

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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