Replying t_老虎社区_美港股上老虎

2025-12-29

Replying to @三市波段笔记:理由是什么？白银暴涨是见顶信号，半导体一小时线已经掉头向下了//@三市波段笔记:科技我不做空，白银做空的仓位我增加了//@始皇:今天科技不妙呀，是不是得改成都做空？

地缘风险持续升温。周末美军完成对伊朗连续第八晚打击，目标包括沿岸监视与防空设施，伊朗则继续向约旦、科威特、巴林等地还击，地区临时停火进一步破裂。霍尔木兹海峡通航风险陡增，近期单日仅录得3艘船舶穿越，沙特已将逾七成原油出口改道红海。原油（CLmain）跳涨2.23%，油价上行将直接推升通胀担忧、强化美联储维持高利率甚至再度加息的压力，高估值科技股或首当其冲；黄金虽有避险买盘支撑，也将受到利率预期上行的牵制。当周一美股要同时消化"油价+通胀+地缘"三重风险，你更看好原油、黄金，还是逢低布局美股？

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pjekn
2025-12-29
pjekn
科技不稳，做空可行但要轻仓！

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