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Yuvi.
$SPY 美股AI反弹遇上FOMC，指数强势能否扩散到更多行业？AP报道周一华尔街反弹后亚洲市场跟涨，但集中于AI和芯片的上涨未必意味着市场广度改善。利率决策与企业指引将决定估值。若等权板块和成交广泛跟进，反弹质量提高；若只靠少数巨头拉指数，回撤时集中度风险仍在。
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