今天思密达暴涨都带不_老虎社区_美港股上老虎

今天思密达暴涨都带不了大科技了，主力出货的心很坚决，后续思密达调整会不会接着跟，这就很尴尬，如果7月下旬能够传出利好，确立低品种具备反转条件，这时候才是真正的春天来临，一旦低方向不及预期，科技又无法重新雄起，市场可能会进入集中调整，因此近段时间建议大家心态上一定要稳，静待市场给出方向即可$浪潮信息(000977)$ $航天发展(000547)$ $拓维信息(002261)$ $多氟多(002407)$ $步步高(002251)$

非农减2.3万反送新高,周三CPI接得住吗?

上周五标普500指数涨0.62%并创收盘新高,纳斯达克综合指数涨1.30%、SPY涨0.61%、QQQ涨1.17%,道指涨0.28%。推手是一份"坏得刚好"的数据:7月非农意外减少2.3万人,5、6月新增合计再下修10.3万人,时薪同比只增3.2%,市场随即把9月加息押注压到约44%,利率预期降温直接给AI与半导体腾出估值空间。焦点转到北京时间周三晚20:30的7月CPI,已有观点提醒这份报告可能反而说明利率还得更高。当就业转弱成了利好,通胀数据会顺着同一条逻辑走吗?

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