美股突破后确认走势逐渐明朗，港股再次探底等企稳信号

中环杰哥投资探秘

早评: 美股，隔夜纳指标普基本平收，走出一根低开高走的K线，如何看待?昨晚的美伊消息是一个小意外，但我们只管从技术层面看，9/16以来算是一个转势表现，从短期看有突破后回落确认的意图，昨天表现非常有利于企稳，尽管还有拐头和持续性的问题，但至少企稳信号先出，我们继续验证。港股，再次探底，所以，弱势市场需要更多时间和信号才能确认其是否转势。

$Meta Platforms, Inc.(META)$ $美国超微公司(AMD)$ $Bitmine Immersion Technologies INC(BMNR)$ $英伟达(NVDA)$ $美光科技(MU)$

Meta逆势涨1.02%，1299美元VR眼镜能定义下个入口？

Meta(META)隔夜逆势收涨1.02%，成为红盘中少数亮点，催化是Meta Connect大会——公司发布1299美元的VR眼镜与无摄像头版智能眼镜，扎克伯格更透露Muse AI代理将从每笔交易中抽取小额费用。硬件与AI变现的双线叙事被重新点燃，"Muse开始收过路费"意味着它正从功能走向商业模式。多头认为设备+抽成是平台级现金流的雏形，空头担心1299美元定价过高、消费级VR渗透仍慢。当Muse开始对交易抽成，Meta的AI入口故事这次能落地成钱吗？

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
09-25
newsh
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