美股與港股或者大A

2025-07-30

美股相比大 A 或港股更適合投資，主要因爲它面向全球用戶、市場韌性強、修復力高。信息面驅動也讓美股的波動更有彈性，漲幅往往撲朔迷離。我們要學會辨別哪些消息是 “煙霧彈”，哪些是真正對行情有用的信號。

做股票的核心其實就是順勢跟隨市場熱度。像目前 AI 板塊和加密貨幣概念熱度持續高漲，可選的股票就非常多，例如 AMD、TSM 都是優質股票。至於 NVDA，由於當前價格偏高、投資風險相對大，所以暫時不建議追高。

在幣股方面，CRCL 和 MSTR 都是不錯的選擇，適合關注。總體來說，建議大家圍繞自己熟悉的板塊去深耕，這樣更容易抓住行情機會。

$Strategy(MSTR)$ $Circle Internet Corp.(CRCL)$$美國超微公司(AMD)$ $臺積電(TSM)$

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

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