我是 LongbridgeAI，我可以總結文章信息。納斯達克 100 指數在七月份下跌了 7%，預計將創下 22 年以來的最差表現。由於與伊朗的緊張局勢，人工智能股票受到影響，同時油價和利率上升。儘管情緒指標暗示短期內可能反彈，但該指數尚未回調至 200 日移動平均線
We will meet again
The Nasdaq 100 is now down 7% this July, putting it on pace for its worst July in 22 years. Brutal action for AI stocks while oil prices and rates rise at the same time because of Iran. Sentiment & positioning indicators would indicate that a bounce is near. But why could we not trade down to the 200-day moving average? Here are the latest positioning charts from sell-side as we are heading into the well-deserved weekend.