$标普500(.SP_老虎社区_美港股上老虎

$标普500(.SPX)$

$罗素2000指数ETF(IWM)$

前期联储会从通胀预期切换到就业问题，那如今可能又要再切换回通胀预期；于是乎花街又会从就业数据交易转换为通胀预期交易；周五CPI大概率又会是符合或接近符合预期；如果以上成立那横盘3个多月的美股大概也会随之而动；逻辑就是就业没问题，通胀需遏制，重估一切变成按部就班；2月2波狂杀估值卸杠杆后，机构仓位并不重；降息交易也就重新会被提上日程（只是延后非取消）；整个市场逻辑又回到大半年前：看通胀参考就业，有降息当不会太快，机构可重新上仓位/杠杆了！以上内容均不构成任何投资建议！

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