纳指强劲并新高，顺势并关注振荡方式

中环杰哥投资探秘

美股，纳指继续较大幅度上行并创历史新高，短期上涨十分迅猛，不排除振荡的可能，但先观察振荡方式，标普相对适中。费城半导体六连涨，整体强劲，先顺势跟踪，同时，关注振荡方式和节奏。港股，反弹到第一个压力节点，看如何消化再说。

$美国超微公司(AMD)$ $ARM Holdings(ARM)$ $Meta Platforms, Inc.(META)$

AMD隔夜涨9.95%冲进万亿俱乐部，第二极坐实了？

美国超微(AMD)周一大涨9.95%，外媒称其"强势冲进1万亿美元俱乐部"，并刷新历史纪录。催化与Meta的Muse AI带来的芯片需求押注同源，AI支出担忧明显消退，资金为"英伟达之外的第二供应商"重新定价。多头认为多元化采购是必然趋势、AMD的弹性更大，空头追问高估值需要多少业绩才能撑住。登上万亿门槛后，AMD是主升浪的中段还是情绪的高潮？

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