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？

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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