标普来到了7800点_老虎社区_美港股上老虎 - 老虎社区

熊猫校长 Ming

标普来到了7800点附近，

反复波动，

美债高企，

新云 NeoCloud 遭遇挑战，

资金到美债避险，

引起算力股大回撤，

算力还是很匮乏，

大模型需要大算力。

Winter is coming.

Not today.

等待触底反弹。

$台积电(TSM)$ $英伟达(NVDA)$ $IREN Ltd(IREN)$

纳指跌5.54%，非农会再补一刀吗？

纳指在美股周四（11月5日）跌5.54%、QQQ跌6.49%、标普500跌4.36%，民主党赢得国会控制权后，市场集中重估AI数据中心建设、资本开支与监管风险。北京时间周五（11月6日）21:30将公布美国10月非农，市场预期新增约6万人，9月前值2.9万人，失业率预计维持4.2%。多头希望弱数据降低利率压力，空头担心强数据推高美债收益率、弱数据又确认经济降温。非农新增就业、失业率和工资增速中，哪个会决定科技股能否止跌？

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