躺平指数
2024.07.09 09:47

0709 港美股复盘 上午 AH 普跌,下午双双反弹。

港股海运、港口、电力比较强势,科网也有明显反弹,腾讯很稳,快手表现最好,跟最近可灵大模型的更新升级有关。

海油中移动调整一周了,港股暂时远离小票吧,太难了,根本没有钱。除非有比较确定业绩的成长股。

$CHINA MOBILE(941.HK)

红利股等待,其他谨慎。

美股科技股强的没边了,英伟达、AMD、英特尔、台积电、苹果、谷歌、特斯拉等等,来回轮动,跌不下去,涨得无限空间。美股科技可以积极一下,别怕高,怕高都是苦命人。

今晚重点关注英特尔和 AMD$Intel(INTC.US) $AMD(AMD.US)

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