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？

黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?

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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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