只是宣布裁员后的超跌反弹吗？

1月9日，木头姐的医药持仓股 $Intellia Therapeutics Inc(NTLA)$ 宣布了裁员，基本带崩了整个基因编辑板块。

常年亏损+AI竞争使得这个板块的效益大大降低。

连跌7-8天后超跌反弹+10%，不过整体来说，基因编辑的很多研究工作的确和AI医疗公司有很强的互补or竞争关系。

不得不说，木头姐的 $ARK Genomic Revolution ETF(ARKG)$ 的持仓相关性是真的很大，一家公司出问题，连着一个板块跌，增大了beta

【热议】特朗普再发关税威胁！该如何看待？

北京时间周六凌晨1:00，特朗普宣布下周将对多个国家宣布对等关税。在他宣布这个消息前一个小时，路透社记者和福克斯新闻已经在社交媒体上提前透露，并引发了美股、黄金、美债跳水。【股市波动加剧，对此你有何看法？本周科技巨头多数回调，现在你会保持观望，还是逢低上车？】

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