今天又很弱，非AI方_老虎社区_美港股上老虎

今天又很弱，非AI方向持续阴跌，而AI方向反复拉出大阳线，又反复砸出大阴线，实际上的摩擦损耗，可能反而比非AI都还要大，从情绪上来说，市场继续看好AI，但这个量能下，又接不住AI的抛压；非AI方向抛压很轻，但市场又不看好，这就造成了目前的困局，资金继续流入拉不动的AI；而拉得动的非AI，却持续流出，只能等待一次彻底的快速，扭转市场情绪时才能打破僵$黄河旋风(600172)$ $视觉中国(000681)$ $万向钱潮(000559)$ $昆仑万维(300418)$ $圣龙股份(603178)$

纳指100涨1.66%突破关键位，芯片狂欢盖过伊朗担忧了吗？

纳指100ETF今日上涨1.66%突破关键点位，SK海力士IPO点燃的芯片狂欢盖过了美伊局势的扰动，初请失业金好于预期、油价回落进一步支撑风险偏好。AAII调查显示悲观情绪回落，多头情绪修复。但科技股波动率刚创23年新高，指数在高位的分歧并未消除。突破关键位后，反弹能否延续到下周CPI节点？

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