纳指站上收盘历史新高确认了趋势和AI主线的主逻辑

中环杰哥投资探秘

美股，三大指数继续上涨，纳指和标普涨幅明显，纳指甚至站上收盘的历史新高。7巨头大涨突破新高。再次确认牛市的强劲逻辑和AI的绝对主线。继续以指数为主要抓手，兼顾AI强势标的，趋势依然是最重要的。港股，继续小幅跟踪策略，等待具有持续性的机会。

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纳指100隔夜涨1.73%，油价降温+Fed让步，空头认输了吗？

纳指100ETF(QQQ)周四收盘大涨1.73%，纳斯达克同步涨1.69%、重返关键位上方并终结连跌。两条线索同时转向友好——美联储表态承诺控制通胀，令美债收益率回落、大型科技重新获得喘息；油价下跌则直接缓解了通胀担忧。多头认为加息落地反而是利空出尽，空头提醒收益率只是阶段性回落、鹰派并未退场。这轮反弹是趋势反转，还是又一次诱多？

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newsh
09-22
newsh
顺势而为

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