今天市场开盘略作下探_老虎社区_美港股上老虎

今天市场开盘略作下探后就震荡，而昨天提示的双创在冲高未果后也开始走弱，指数连续两天收阴线，但没跌穿5日线，某种程度来说还算强势，随着指数的提高，明天5日线也会走高，注意明天指数能否在附近稳住就好，而至于成交量，继续缩减也没事，只要是指数趋势不发生改变，节后量能就有希望上来，就看接下来指数再次启动的时候，会是哪个板块带动了，明天是本周最后一个交易日了，看能否依托5日线收出阳线$红宝丽(002165)$ $平潭发展(000592)$ $雪人集团(002639)$ $吉视传媒(601929)$ $有研新材(600206)$

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？

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