---
title: "科技股不會下跌，內存市場追逐，中國的人工智能和黃金市場甦醒"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/296149586.md"
description: "仍然沒有回調市場持續上漲，但簡單的交易變得越來越困難。儘管頭寸較輕和持續的資金流出，科技股再次接近高點，記憶股從拋售模式轉向追漲模式，而韓國在大幅反彈後仍然嚴重被低配。在其他方面，中國的人工智能繼續提供一些更有趣的相對價值佈局，而黃金則重新與宏觀大局相連"
datetime: "2026-08-17T21:51:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296149586.md)
  - [en](https://longbridge.com/en/news/296149586.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296149586.md)
generator: "portal-rs"
---

# 科技股不會下跌，內存市場追逐，中國的人工智能和黃金市場甦醒

## **Still No Dip**

Markets keep squeezing, but the easy trades are getting harder. Tech is back near the highs despite lighter positioning and persistent outflows, memory has gone from capitulation to chase mode, while Korea remains heavily under-owned after a massive rebound.

Elsewhere, China AI continues to offer some of the more interesting relative-value setups, and gold is reconnecting with the big macro picture.

### 相關股票

- [GLDM.US](https://longbridge.com/zh-HK/quote/GLDM.US.md)
- [UGL.US](https://longbridge.com/zh-HK/quote/UGL.US.md)
- [GLD.US](https://longbridge.com/zh-HK/quote/GLD.US.md)
- [SGOL.US](https://longbridge.com/zh-HK/quote/SGOL.US.md)
- [GLDW.US](https://longbridge.com/zh-HK/quote/GLDW.US.md)
- [IAU.US](https://longbridge.com/zh-HK/quote/IAU.US.md)
- [GLL.US](https://longbridge.com/zh-HK/quote/GLL.US.md)
- [518850.CN](https://longbridge.com/zh-HK/quote/518850.CN.md)
- [GOLD.AU](https://longbridge.com/zh-HK/quote/GOLD.AU.md)
- [EWY.US](https://longbridge.com/zh-HK/quote/EWY.US.md)
- [KORU.US](https://longbridge.com/zh-HK/quote/KORU.US.md)
- [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md)

## 相關資訊與研究

- [貴金屬-金價下跌超1%，因美債收益率上升；投資者關注美國就業數據](https://longbridge.com/zh-HK/news/297635915.md)
- [貴金屬-黃金跌至兩週多低位，美國就業數據成焦點](https://longbridge.com/zh-HK/news/297713002.md)
- [三星引領韓國創紀錄的 821 萬億韓元 AI 預算推動](https://longbridge.com/zh-HK/news/297692258.md)
- [亞洲的經濟體通過財政緩衝和人工智能的繁榮成功避免了能源衝擊](https://longbridge.com/zh-HK/news/297889772.md)
- [貝洛克的股東們一致通過了公司章程的變更](https://longbridge.com/zh-HK/news/297857554.md)

---
> **免責聲明: 本文僅供參考，不構成任何投資建議。**