今天这波拉升，是个股_老虎社区_美港股上老虎

今天这波拉升，是个股在拉升了，相比前期，个股还是不错额，毕竟现在的行情，很多个股没流动性了，所以市场的环境就会非常影响，环境特别好就跟着涨涨，环境比较差就跟着调整，我的看法也就是个超跌反抽，太大的用也没有，只是说让场内的人安抚下吧，今年上半年正式落幕，期待后续的七八月$巨力索具(002342)$ $淳中科技(603516)$ $多氟多(002407)$ $三花智控(002050)$ $五方光电(002962)$

纳指100跌1.7%，非农爆冷为何反成AI股利空？

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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