$纳斯达克(.IXI_老虎社区_美港股上老虎

T20220308001

2024-10-07

$纳斯达克(.IXIC)$ 美国那边数据造假也不是什么新鲜事了，这改变不了降息的大趋势。现在这短暂的回调，感觉像是最后的盛宴。华尔街那些精明的资金估计已经开始撤离，准备去全球抄底那些价格低的资产了。

特朗普全面关税生效，包括对中国产品征收 104% 的关税，引发债券市场暴跌。周三亚洲午间时段，30年期美债收益率迅速拉升20多个基点，盘中一度升破5%，现报4.915%；10年期美债收益率持续飙涨，逼近4.5%。【大家现在是偏向于避险（美债、黄金），还是偏向于进取（顺势做空指数）？该恐慌or贪婪？】

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