帮主郑重：纳指暴跌1.4%暗藏玄机！科技股退潮时，我看到这三个关键信号

Group 1 - The AI boom is temporarily cooling down, with major tech stocks like Nvidia and AMD experiencing significant declines, indicating a market correction after a 40% surge in the Nasdaq over the past four months. This shift suggests a rotation of funds towards sectors that can genuinely leverage AI for profit, such as manufacturing and retail, presenting a good opportunity for long-term investments [3][4] - Trump's new tariffs on 407 categories of steel and aluminum products, with rates reaching up to 50%, aim to protect U.S. manufacturing but may reignite inflation due to increased costs for downstream products. This policy could benefit traditional industrial stocks while posing risks for export-dependent companies [4][5] - The geopolitical situation regarding Russia and Ukraine, along with the Federal Reserve's upcoming policy decisions, creates uncertainty in the market. The likelihood of a 25 basis point rate cut in September is high, but rising inflation from tariffs may complicate the Fed's decision-making process [5][6] Group 2 - Home Depot's stock rose 3.7% despite not meeting earnings expectations, reflecting investor confidence in its full-year performance. This indicates the importance of certainty in the market [6] - Upcoming earnings reports from Lowe's and Walmart are anticipated to provide insights into the resilience of the consumer sector, which may become a new focal point for the market [6] - Caution is advised regarding high-valuation AI concept stocks, as the market may need time to digest the current bubble before truly innovative companies emerge [6][7]