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Yuvi.
$QQQ 财报与利率同周，纳指100的集中度会放大波动吗？大型科技股密集公布业绩，AI资本开支、云增长和广告变现将共同影响指数权重股。FOMC同日决议可能推高贴现率波动。若业绩强且上涨广度扩大，趋势更健康；若龙头财报分化、收益率走高，指数容易被少数权重拖累。
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