等待尘埃落定

中环杰哥投资探秘

美股，周五三大指数联袂上扬，但都没有超过1%，可见，动力不足，方向性不强，周三午盘后就会有议息会议，所以，最近几天发生转折的可能性不大，就当下来说，本次即便加息也是预防性加息，所以，损伤不大，等待确定性信号。港股，调整幅度不小，但是没有确定性机会，等待走势的明朗化。

纳指100收跌超1%，高收益率能压垮科技牛吗？

纳指100ETF(QQQ)周一收跌1.07%，标普、道指同步走弱，美债收益率高企成为压制成长股的主因，投资者对特朗普放松对伊朗制裁的消息反应平淡。盘面呈现明显的高低切换——半导体等高beta板块领跌，资金正在兑现科技板块的浮盈。市场分歧加剧：有观点认为"市场看错了大型科技股"、回调即上车，也有人警惕AI资本开支叙事见顶。当收益率与AI叙事正面交锋，这轮科技回调是健康换手，还是牛市中期的第一道裂缝？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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