FOMC和甲骨文财报的反转

塔子哥的随笔2025-12-11

因为这几天在外地出差有点忙，简单说几点，过几天给各位补上详细解读。1.美联储鹰派降息，分裂加大，但SEP下调通胀预期，鲍威尔暗示支持劳动力市场，市场解读为整体鸽派。市场明年美联储转鹰风险仍是计价不足，和2021年底有些类似。2.甲骨文财报再次miss，资本开支起飞，自由现金流-100亿美元（by CFO），PRO增加营收指引没有增加......转化率确实存疑。这个财报几乎是完美踩雷，在...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211215735a4429eff&s=b><strong>塔子哥的随笔</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>因为这几天在外地出差有点忙，简单说几点，过几天给各位补上详细解读。1.美联储鹰派降息，分裂加大，但SEP下调通胀预期，鲍威尔暗示支持劳动力市场，市场解读为整体鸽派。市场明年美联储转鹰风险仍是计价不足，和2021年底有些类似。2.甲骨文财报再次miss，资本开支起飞，自由现金流-100亿美元（by CFO），PRO增加营收指引没有增加......转化率确实存疑。这个财报几乎是完美踩雷，在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211215735a4429eff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670628061.USD","symbol_name":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) 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