除了英伟达财报，今天_老虎社区_美港股上老虎

除了英伟达财报，今天最炸的是特朗普把美联储理事库克炒了，美联储独立性再挨一刀。短期看，市场反而嗨，因为降息预期更猛；中长期就悬了，美元信用和美联储权威都被撕开裂缝，埋了颗不知道什么时候爆的大雷。眼下大家眼里只有英伟达和9月降息，中长期风险？不到炸点没人当回事。 $标普500(.SPX)$

9月平均回报为负！今年看涨or看跌？

债市抛售引发连锁反应，科技股领跌，纳指4月来首度跌破50日均线。9月是美股历史最差月份，平均回报率-1.17%，9月下半月是回报率最低的两周，平均回报率-1.38%。【目前市场对“9月降息”预期已经打满，大家觉得危险是否大于机会？现在有何操作策略？】

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