美股下跌逐渐开启反转行情，港股振荡今日休市

中环杰哥投资探秘

早评: 美股，三大指数悉数下跌，纳指大跌，费城半导体8连跌，大盘业绩估值再次来到一个转折位置，四季度的一个悲观开头后，很大概率是新一波行情的起点，这是下面我们要密切注意的。至于节点，当然具有一定的不确定性，但是，我们会关注中期均线的支撑以及波段结构的保持情况,今晚会再详细分析。今日港股休市，暂时不谈

$SpaceX(SPCX)$ $美光科技(MU)$ $英伟达(NVDA)$

存储三雄齐涨，底部确认了吗？

美光涨2.97%、闪迪涨5.53%、SK海力士涨4.67%，AI交易回暖推动存储股从连续抛售中集体反弹。需求叙事重新占优，但中国供给竞争、剧烈库存周期与前期套牢盘仍会限制修复速度。三只同步走强是底部共振，还是跌深后的技术反弹？

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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