美股适度休整反映通胀和地缘，港股，慢慢等待

中环杰哥投资探秘

美股，三大指数悉数下跌，继续反应油价，通胀等市场因素，硬科技等标的调整幅度较大，指数本身还算适中，属于正常振荡节奏。港股，继续等待然后观察何时真正企稳。

$英特尔(INTC)$ $美光科技(MU)$ $Meta Platforms, Inc.(META)$ $微软(MSFT)$ $英伟达(NVDA)$

英伟达逆势翻红涨1.68%，是AI算力独苗吗？

英伟达(NVDA)周一逆半导体全线杀跌收涨1.68%，在SOXL大跌6%、英特尔与SK海力士齐挫5%的红海里，成为少数翻红的大盘芯片股。催化来自供应链信心回补：三星宣布向Helix Digital投入10亿美元支持全球AI基建，市场同时热议英伟达的玻璃封装(glass packaging)路线或重塑AI芯片格局，资金在抛售高beta杠杆ETF之余向龙头抱团。但"AI硬件疲劳"叙事正在蔓延，Michael Burry加仓看跌期权押注AI泡沫提前破裂。当同业普跌唯独英伟达抗住，这是龙头溢价的确认，还是补跌只是迟到？

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