空了两手_老虎社区_美港股上老虎

RobinLee2021

2025-12-26

空了两手

纳指100ETF(QQQ)今日回落1.73%，6月非农仅新增5.7万人、远低于预期，本应强化降息预期，却触发资金"轮出AI capex受益股"。市场担忧就业走弱预示企业AI资本开支见顶，芯片、光通信、存储集体杀跌，而道指靠Mag7与价值股创新高。当弱就业不再是科技股的普涨催化，这轮轮动会持续多久？

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