纳指新高，费城突破，顺势而为，港股，继续再继续等待

中环杰哥投资探秘

美股，三大指数悉数上涨，纳指综合指数和纳指100均创出历史新高，而K线居然形成一个五连阴的形态。可见背后国债收益率飙涨的压制，当然，回摆可能性很大，大盘在有利数据背景下，拐头态势已成，费城半导体更是持续强劲突破。继续顺势操作。港股，不轻易操作，继续更待确定性机会。

$英伟达(NVDA)$ $SpaceX(SPCX)$ $Strategy(MSTR)$ $SK海力士(SKHY)$ $台积电(TSM)$

微软涨2%，低估值是机会吗？

微软上周五收盘涨2.38%，其相对其他科技巨头更低的估值重新吸引资金，同时CEO强调企业应将AI视作高风险内部人员管理。安全治理有助于企业采用，却也可能抬高部署成本并拖慢变现节奏。资金轮动能否持续，仍要看AI投入最终转化为多少利润？

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