今天整体走弱，全天还_老虎社区_美港股上老虎

暮江天
07-15

今天整体走弱，全天还是AI和非AI板块之间的来回拉扯，前面多次下跌，反弹，到今天看，反弹的力度是一次比一次弱，但资金对于AI方向又没完全放弃，所以盘中走得非常纠结，前面也提到，如果没有大的增量，那只要AI硬件还在反弹，调整就很难结束，市场资金有限，需要持续流入到低的抛压轻的板块，才能有好的操作性，否则情绪很难持续好转$剑桥科技(603083)$ $首开股份(600376)$ $视觉中国(000681)$ $黄河旋风(600172)$ $昆仑万维(300418)$

# 纳指ETF跌1.9%,capex焦虑撞上油价谁先低头?

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