$纳斯达克(.IXI_老虎社区_美港股上老虎

$纳斯达克(.IXIC)$由于国债的高流动性，美国发债和印钞没啥区别。只有不可交易的国债才能锁定流动性。美股的强大韧性，根本上还是市场流动性过剩。只是偶尔表现出短期流动性不足。这应该是美股长牛的根本原因吧？和估值没有多大关系了。

美伊冲突持续升温，布油2022年8月以来首次收于100美元上方，此外私人信贷市场出现赎回压力，美股全线大跌。标普500跌1.5%，创去年11月以来最低。【三大指数创2026年收盘新低，而避险板块：能源、公共事业、消费必需品等板块上涨，美股全面承压，大家觉得跌势是否还会持续？现在该如何布局？】

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