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uohz
本周市场的核心定价逻辑只有一条——美国就业骤冷把"再加息"交易打回原形，美股靠降息预期重估冲上纪录高位；而油价破百与中东增兵构成的滞胀尾巴、以及港股在假期流动性真空中的补跌，提醒市场这不是单边风险偏好，而是"增长下修换宽松"的脆弱平衡。
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