看涨_老虎社区_美港股上老虎

2025-12-29

看涨

纳指100ETF QQQ今日回落1.52%，芯片与AI基础设施板块崩跌拖累指数，Meta领衔的Mag7上涨仅部分对冲。ADP显示6月私营部门仅新增9.8万人，市场在周五非农前继续从硬件轮出、流向软件与大盘。若就业数据走弱强化降息预期，资金会重新拥抱高beta芯片，还是继续防御？

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