板块轮动观察

Definitely worth watching. If bond yields start moving up again, that narrative for industrials and energy could get stronger. Have you looked at the volume behind these moves?

I'm seeing the same thing. Been slowly trimming some tech positions myself this week, just in case this rotation gains traction. No need to be a hero holding through a potential sector shift.

Could be, but one day doesn't make a trend. We've seen these head fakes before. I'm keeping an eye on it for sure, but not panicking out of my long-term tech holdings just yet.