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真的非常烦
真的非常烦
美股科技股大幅回撤，根源是霍尔木兹海峡风险推高油价，美国CPI、PPI超预期反弹，通胀粘性再起。 美债收益率飙升，长久期科技股估值被压缩。美联储两难，10月大概率不加息，悬念留到12月。高利率持续，AI行情迎来严峻考验。#霍尔木兹再现水雷威胁，油价风险升温 $BZ $CL
15:57 · 18/10/26·3.33K views·Posted on OKX Orbit
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