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懒懒の魚
#美股暴跌后科技股反弹，纳指周线仍跌约3.4%
【中期选举落地｜美股科技股复盘】
中期选举靴子落地，不确定性消除，但不等于风险全部出清。
民主党掌控两院，算力监管、能耗税收等政策预期，依旧会压制科技、半导体板块情绪。
近期存储股反弹高开低走，抛压尚未完全耗尽，当前更偏向技术性修复，不是趋势反转。
基本面角度依旧看好存储赛道，持续观察NAND/DRAM报价、云厂商资本开支指引，等待真正企稳信号。个人持续关注闪迪、美光。
⚠️仅个人复盘，不构成投资建议$SNDK
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