今天又很弱，非AI方_老虎社区_美港股上老虎

今天又很弱，非AI方向持续阴跌，而AI方向反复拉出大阳线，又反复砸出大阴线，实际上的摩擦损耗，可能反而比非AI都还要大，从情绪上来说，市场继续看好AI，但这个量能下，又接不住AI的抛压；非AI方向抛压很轻，但市场又不看好，这就造成了目前的困局，资金继续流入拉不动的AI；而拉得动的非AI，却持续流出，只能等待一次彻底的快速，扭转市场情绪时才能打破僵$黄河旋风(600172)$ $视觉中国(000681)$ $万向钱潮(000559)$ $昆仑万维(300418)$ $圣龙股份(603178)$

沃什两句话砸崩美股，纳指进调整AI首当其冲？

纳指100今日跌2.04%、纳斯达克跌1.74%正式进入技术性调整。Yahoo称美联储主席沃什（Warsh）的"两个字"直接引爆抛售，道指创一年多来最大单日跌幅；Benzinga更点名"沃什重击AI交易，30分钟内十大输家"多为科技股——英伟达跌3.55%、AMD跌5.51%首当其冲。加息担忧叠加AI泡沫质疑。鹰派转向下，这波AI去杠杆才刚开始吗？

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