今晚的PPI通胀数据_老虎社区_美港股上老虎 - 老虎社区

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万亿火箭兵
07-15 21:12

今晚的PPI通胀数据对科技股来说，是绝佳行情环境。

首先通胀持续走弱，美联储再也没底气死守高利率，市场降息情绪直接拉满，资金已经提前开始布局行情。

利率下行最利好成长科技股，像AI硬件、存储、光通信这类标的最吃利率行情，美债收益率走低、美元走弱，大量资金会顺势涌入，之前压制股价的估值压力慢慢消散。

AI主线会彻底放开手脚，之前市场怕高利率拖累企业投入，现在通胀降温降息预期走强，科技企业就可以大胆加码AI项目、加大产能投入，芯片、存储、算力产业链需求算彻底稳住了了。

说白了就是今晚这份通胀数据给科技赛道送来大利好，利空尽数出尽，利好全面兑现，接下来资金会继续抱团主线走强，持续坚定看好科技成长方向，重点盯住存储、光模块以及算力硬件赛道$SK海力士(SKHY)$ $美光科技(MU)$ $博通(AVGO)$ $NEBIUS(NBIS)$ $西部数据(WDC)$

# 美光涨近5%逼近$1000，存储超级周期启动了吗？

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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浮生若梦_6592
·07-15 22:11
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利好降息为啥大跳水了，科技股一片绿
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- 万亿火箭兵:
  因为资金在等明天定向的台积电财报。
  07-15 22:26
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比例尺
·07-16 06:09
aaox没得救了[流泪][流泪][流泪]
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宇智波萨斯给
·07-16 14:09
Crwv割了吗
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