今天大盘大阴线，创业_老虎社区_美港股上老虎

今天大盘大阴线，创业板巨阴线，创近15个月以来最大跌幅，AI趋势股大量跌停，由于昨夜外企算力出租，引发算力过剩的担忧，全球AI共振深跌，而非AI虽然受指数影响回落，但连续两天强于大市，进一步提高了市场高低切换的概率，明天若空间进一步拓展，则预示着非AI在持续变强，题材先看非AI科技，细分先看机器人，若指数持续走弱，非科技则先看消费$视觉中国(000681)$ $露笑科技(002617)$ $直真科技(003007)$ $大族激光(002008)$ $黄河旋风(600172)$

纳指100跌1.6%，AI没有容易钱了，该减仓吗？

纳指100ETF今日跌1.64%，AI与芯片股连续第二日重挫拖累大盘，Yahoo以"AI没有容易钱了"定调本轮回调。伊朗威胁封锁红海航道加剧避险情绪，黄金却意外跌破$4,000，risk-off特征明显。市场开始质疑AI资本开支叙事的估值透支。这波AI去杠杆是健康换手，还是趋势级别的转向？

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