Nasdaq hits fresh highs as storage chips surge—what should you watch in A-shares today?

☀️ Uncle Morning News|9.23

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BTC 86,139(+0.94%)

Consolidating around the 86K level. The US spot ETF $BTC saw net inflows of about $999 million on Monday, the largest single-day inflow in nearly 11 months.

🇺🇸 US Stocks
Nasdaq +0.45%, setting a new high. SanDisk +6.82%, Micron +5%, Seagate +4.85%—the storage sector is clearly strengthening.

🇨🇳 A-shares (pre-market)
The Shanghai Composite is at 3,952, after yesterday’s intraday spike and pullback. Today, the key is whether semiconductors can extend the storage rally, and whether trading volume can build near the 4,000-point level.

🇭🇰 Hong Kong stocks (pre-market)
Hang Seng is at 25,088. Hang Seng TECH +0.34%, and Tencent was +5.02% yesterday.

🗾 Asia-Pacific
Japan is closed, while Korea’s KOSPI was +0.15% yesterday.

🛢️ Oil & gold
WTI yesterday 95.78(-4.51%),Brent 100.34(-3.4%)。Oil prices keep falling.

📅 Key focus today
Sept 23–25: US trip schedule; A-share semiconductor performance; the continuity of Nasdaq tech; and BTC 85K’s support.

⚡ Uncle’s take:

Don’t chase price. Focus on whether the tech line can take the baton.

⚠️ Personal observations only; not investment advice.

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#大叔早报 #NASDAQ #BTC #A股