CPI尘埃落定时刻将检验大盘的强弱

中环杰哥投资探秘

美股，三大指数继续下挫，标普四连阴。一方面，持续调整，反应地缘和通胀，另一方面，大盘虽稍显弱势，但是并没有显著大跌，可见，就还属于正常的技术调整，下一步，看CPI结果，其次，原油和国债不可能一直涨，在下跌或者振荡的时候，就是检验大盘强弱的时刻。港股，没有什么起色，等走强再说。

苹果发布史上最大改版折叠iPhone，利好出尽还是新周期？

苹果在发布会上亮相"史上最激进改版"的折叠/Duo 系列 iPhone，但股价周三反而微跌 -0.28%，典型的"利好兑现即回落"。多头看折叠新形态开启换机超级周期、拉动高端 ASP；空头担心定价与量产良率压制首年出货，AI 功能落地仍偏慢。当最大看点已经摆上台面，苹果这次是叙事重启，还是又一次"发布会卖出"？

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