美股趋势明显，不去纠结细节，港股关注节点信号

中环杰哥投资探秘

美股，周五在三巫日的助推下，继续上行，其实即便没有，大盘依然稳健。从中期和短期角度看，大盘都有利于拐头上行，当然，目前也有震荡上轨压力的问题，但，细节不是主要问题，继续按趋势和节奏来走。港股，目前有企稳和拐头的迹象，可以少许参与，但，稳妥起见，还是等上行结构确认更好一些。

$标普500(.SPX)$ $恒生指数(HSI)$ $日经225指数(N225.JP)$ $SK海力士(SKHY)$ $英特尔(INTC)$

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?

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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newsh
09-21
newsh
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