昨天美股又創新高了，漲勢主要是集中在半導體產業，輝達帶來的效益還是很好的，本身自己也做了台積電，我認為半導體產業的前景至少還可以維持兩年，至少目前都還是爆發期，非常值得交易者關注。
另外，今年受到地緣政治影響，黃金走勢其實不差，多家投行都上看2800美元。只是近期黃金上漲的動力已經明顯不足，加上FOMC在降息這塊也沒有給到明確的時間，讓黃金目前處於一個下探回調的階段，近期走勢可能以空為主，萬不可追高做多。
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