现在市场开始出现跟跌_老虎社区_美港股上老虎

现在市场开始出现跟跌不跟涨的情况，下跌主力仍然是AI类，非AI虽然暂时止跌，但由于来回拉扯，所以也被牵连，这里连续深跌后，后面几天如果再快速调整，出现高质量的反弹概率就会越来越大，但反弹结束后，大部分AI个股，依然是不改长期挤估值泡沫格局的，这几个月大盘没跌多少，但个股跌很厉害，所以近期先做好防御，等待风格转向再说$剑桥科技(603083)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $天齐锂业(002466)$

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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