美股纳指调整主要还是节奏因素，港股弱势可见趋势的力量

中环杰哥投资探秘

美股，三大指数涨跌互现。背后原因很多，但没必要细究。从根本上看，就是大盘突破后的回落下探寻支撑，另外，就是波段节奏的诉求。因此，关注大盘在前高支撑和20日线支撑之间何时企稳。港股，继续弱势，很简单，市场好才做，不好就不碰(这策略贯穿了大半年了)。

其实，现在看，国债收益率趋缓明显，甚至都开始拐头下跌，这是很好的现象，油价，大家已经近乎脱敏，所以，关注整体大势和节奏，会看得更清楚。

$SpaceX(SPCX)$ $英伟达(NVDA)$ $台积电(TSM)$

纳指跌近3%，AI信仰崩了吗？

纳指100ETF下跌2.86%，指数创四个月最差表现，投资者对AI资本开支与高负债模式愈发疲惫。光通信股同步重挫，说明抛售已从芯片扩散至基础设施链。期指暂稳能否终结去风险，还是财报季将继续放大分化？

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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