美股看振荡如何进一步演化和最终企稳，港股没看点等信号

中环杰哥投资探秘

美股，三大指数在连续上行后小幅收跌，而且是探底回升走势，更显振荡的稳健，符合我们之前的预期。纳指6连涨，也需要这个的消化。更重要的是，国债收益率进一步验证我们的判断，开始走稳甚至开始回落。港股，没什么亮点，继续跟踪，直到出现一浪高过一浪的机会再说。

$台积电(TSM)$ $英伟达(NVDA)$ $SpaceX(SPCX)$ $美光科技(MU)$

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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