美股温和震荡硬科技强劲，等待国债的极致反转

中环杰哥投资探秘

美股，三大指数小幅收涨，处于阶段低位的企稳节点，不过，硬科技大涨，费城半导体有突破之势。目前，国债收益率极端夸张，什么时候反转是一大看点，也是一个行情转折点。港股，先观察。

$SK海力士(SKHY)$ $英伟达(NVDA)$ $美光科技(MU)$ $英特尔(INTC)$ $美国超微公司(AMD)$

Palantir涨5%，新高还能追吗？

Palantir上周五收盘涨5.17%，机构上调评级叠加三季度临近，推动股价继续冲击纪录高位。看多逻辑集中在AI软件需求与盈利扩张，但高位估值也意味着业绩容错率进一步收窄。财报前是顺势跟进，还是等待增长数据验证？

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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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp;</p></body></html>","text":"美股，三大指数小幅收涨，处于阶段低位的企稳节点，不过，硬科技大涨，费城半导体有突破之势。目前，国债收益率极端夸张，什么时候反转是一大看点，也是一个行情转折点。港股，先观察。 $SK海力士(SKHY)$ $英伟达(NVDA)$ $美光科技(MU)$ $英特尔(INTC)$ 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