每逢佳节倍下跌，昨天_老虎社区_美港股上老虎

每逢佳节倍下跌，昨天对岸下跌，市场低开也正常，但大过节的，非得光头阴线，就这么一点成交量的情况之下，还能破三千九，双创重新回到下降震荡通道内，这一切的走势只能说明节前没行情,被越来越多的资金认可，既然这样，也不用给于太高的期待了，下周再见吧，祝大家中秋快乐！下周见！$平潭发展(000592)$ $有研新材(600206)$ $红宝丽(002165)$ $雪人集团(002639)$ $吉视传媒(601929)$

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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