苏36
09-07

Last week’s market was a tug-of-war between a stronger economy and higher rates. U.S. payrolls surged 162,000 in August, pushing the 2-year yield to 4.39% and the 30-year near 5.24%. Yet semiconductors remained strong, with SK hynix gaining nearly 10% and NVDA almost 6%.

That divergence matters: investors aren’t abandoning risk—they’re becoming more selective. AI infrastructure, memory and cash-generating financials are attracting capital, while expensive mega-cap growth names face greater valuation pressure.

This week, Apple’s launch event, August CPI and Oracle’s earnings could set the tone. A hot CPI may strengthen higher-for-longer fears; a softer print could revive growth stocks. My focus: NVDA, SK hynix, AAPL and ORCL.

@TigerObserver [龇牙]

# 💰Stocks to watch today?(21 September）

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  • snappyz
    ·09-07
    Investors are getting more selective, but risk appetite staying intact still feels early. With the 30-year near 5.24%, capital can hide in duration and money funds. Hot CPI is still the real stress test.
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  • PSG2010
    ·09-07
    That SK hynix move still looks underpriced to me — Q4 HBM supply into NVDA could land about 15% above what the market is baking in. Memory is doing more work here than people think.
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