$纳斯达克(.IXI_老虎社区_美港股上老虎

$纳斯达克(.IXIC)$ 在美银首席策略师Michael Hartnett看来，2026年的市场逻辑已发生根本性位移：AI概念内部正在剧烈分化，资金流向正从美国溢出至日韩。

面对地缘政治的迷雾与高位震荡的美股，Hartnett认为，投资者应当短期“交易石油”，中期“持有黄金”；而美股若想打破当前“极度看涨却又滞涨”的僵局，急需中东油价崩盘或中美贸易缓和这两大“外部冲击”来破局

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