---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/38171369.md"
description: "US stock $Micron Tech(MU.US) didn't buy enough at the beginning of the year, so I added some $XL2CSOPHYNIX(07709.HK) in Hong Kong stocks as a substitute, and today feels good. TSMC's earnings report rose first, but the sector didn't follow. Two days ago, represented by $Alphabet(GOOGL.US), cloud services raised prices across the board, and the application side atmosphere was also well coordinated. Today, Hynix's earnings report took over well. Next, Microsoft and Meta will announce cloud spending this week. If this doesn't go wrong, once the full-year spending for 2026 comes out, new valuation space will emerge. The main upward wave/full-year gain of semiconductors has a relatively high probability of completing most of it within the next three months. $NVIDIA(NVDA.US)"
datetime: "2026-01-28T08:26:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38171369.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38171369.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38171369.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-HK/profiles/6620864.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/38171369.md) | [简体中文](https://longbridge.com/zh-CN/topics/38171369.md)


# US stock $Micron Tech(MU.US) didn't buy enough at …


### 相關股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [Micron Tech (MU.US)](https://longbridge.com/zh-HK/quote/MU.US.md)
- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-HK/quote/GOOGL.US.md)
- [Microsoft (MSFT.US)](https://longbridge.com/zh-HK/quote/MSFT.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-HK/quote/GOOG.US.md)
- [XL2CSOPHYNIX (07709.HK)](https://longbridge.com/zh-HK/quote/07709.HK.md)

## 評論 (10)

- **yuxuanhan · 2026-01-28T08:56:53.000Z**: Hynix didn't dare to get on board, feeling terrible
  - **桥上漫步看回撤** (2026-01-29T01:30:04.000Z): Buy Xiangnong
- **步履不停的梭哈 · 2026-01-28T08:35:36.000Z · 👍 1**: Bro, can we still get on board with SK Hynix and Samsung? How much do you see?
  - **纪律严格交易员KKKK** (2026-01-28T12:00:55.000Z): Where can I buy
- **江北乱抛交易员 · 2026-01-28T08:34:30.000Z**: Hynix really enjoyed today
- **读书投资成就人生 · 2026-01-28T08:32:41.000Z**: Does Brother Feng plan to reduce his position?
  - **晓风 morning_wind** (2026-01-28T08:34:33.000Z): No.
  - **读书投资成就人生** (2026-01-28T08:35:14.000Z): Thank you
- **Frank · 2026-01-28T08:28:36.000Z**: Dazi has been resting for almost 2 quarters😂
  - **晓风 morning_wind** (2026-01-28T08:31:20.000Z): I think it's going to rise soon