机构：非农数据爆冷或引发美股科技股抛售

Core Viewpoint - The upcoming U.S. non-farm payroll data for June is expected to show a slowdown in job growth, which may lead to a sell-off in high-valuation technology stocks and a shift towards value stocks [1] Group 1: Economic Indicators - Economists predict an addition of 110,000 non-farm jobs in June, down from a previous value of 139,000 [1] - The unemployment rate is anticipated to rise slightly from 4.2% to 4.3% [1] Group 2: Market Reactions - If the non-farm data falls short of expectations, funds may shift from overvalued tech stocks to value stocks [1] - Technology stocks represent 40% of the market capitalization, and a decline in these stocks could lead to an overall market downturn [1] - Weak data could also prompt the Federal Reserve to consider an interest rate cut as early as July [1]