faysl
03-13
布油都上100了啊，通胀要增不少，GDP增速要放缓了，真是的栓Q，是不是感觉HALO的回报率最近会好些
黄金破4400白银上66,CPI前抢跑抢什么?
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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jeffry09
03-13
jeffry09
HALO最近回报率可能还行，医疗股相对抗跌。
faysl
:
嗯，最近也在看医药，准备入点看看
什么也没有了～
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