或者融资，或者稀释，_老虎社区_美港股上老虎

或者融资，或者稀释，或者就不扩产

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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