今天市场在医药的带动_老虎社区_美港股上老虎

今天市场在医药的带动下人气高涨，甚至有卷土重来的迹象，只是今天双创走势较弱，还有长假效应，其他表现平平，节后大概率还有波折，但很值得期待，只要不踏错节奏，相信波折过后会有不错的回报在等着，不知不觉，马上就到今年的下半场最后一个季度了，节后见，祝大家假期玩的愉快！$掌阅科技(603533)$ $平潭发展(000592)$ $红宝丽(002165)$ $雪人集团(002639)$ $国芳集团(601086)$

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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