美股冲高回落不改大势，国债收益率已成强弩之末

中环杰哥投资探秘

美股，周三走出冲高回落之势，虽然结果一般，但是还是要结合位置，目前处于小波段低位，所以，类似走势不算太差，甚至有试仓和指引的意味，最后，继续观察反弹动能以验证其意图，港股，休市，暂时不用考虑。

国债收益率持续轧空，已经极度变态，早晚大幅回落只是要看出发点。昨晚PCE都没有打下来，但，不会一直这么下去，不久就会大幅回落。

$SK海力士(SKHY)$ $美光科技(MU)$ $英伟达(NVDA)$ $谷歌A(GOOGL)$ $英特尔(INTC)$

SK海力士涨2.62%跑赢美光，存储需求谁更强？

SK海力士(SKHY)周二收涨2.62%，跑赢美光、希捷等美国存储同业，交易员正重新权衡存储需求(memory demand)的强度，HBM龙头地位获资金认可。不过多空分歧明显——Bernstein同日下调了其目标价，激进资本开支(capex ramp)带来的周期回落压力仍是隐忧。在美光(MU)今晚盘后发财报的背景下，整个存储链景气度成为市场焦点，SK海力士作为HBM三巨头之一被率先交易。当SK海力士逆势跑赢美光却被大行下调目标价，存储超级周期的成色，会由今晚美光财报给出答案吗？

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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