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。

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

英伟达上周五跌4%，AI交易转弱了吗？

英伟达上周五收盘下跌4.22%，科技股抛售与AI资本开支回报争议压制算力交易。SK海力士预计存储短缺延续至2030年，说明需求端仍有支撑，但股价已回到204.64美元。供需强势能否抵消资金撤离压力？

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