美股振荡消化等待再次拐头，港股弱势先继续观察

中环杰哥投资探秘

美股，三大指数继续调整，但只是微跌，纳指100，因为硬科技相对强势，小幅收阳，就目前来说，纳指走得更好，大涨突破，然后高位温和震荡，有利于后续行情进一步拓展。其余标的属于跟随态势。港股，延续弱势，继续观察。

$英伟达(NVDA)$ $SpaceX(SPCX)$ $美国超微公司(AMD)$

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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