今晚20:30CPI定生死📉美股加仓/躺平/观望一次性讲透

请叫我瞳哥

家人们晚上好🙋

马上要出关键通胀数据，行情走向全看这组数字

三种应对方案我掰开揉碎，实打实给操作思路

🔴CPI高于4.2%

降息基本没戏，美债应声上涨

大盘很大概率接着昨天往下走

千万别头脑发热抄底加仓！

这时候进场就是硬接下跌盘，观望最稳妥

🟡CPI卡在3.9%-4.1%中间

数据不冷不热，行情容易冲高跳水

典型看着涨实则诱多的分化走势

只适合老手日内做T、冲高赚一波差价

冲上去落袋为安，多拿一秒容易被套

🟢CPI低于3.9%

通胀降温，空头势头直接压下去

大盘能走出一波像样短线反弹

适度加仓吃小波段行情没问题

反弹赚到心理价位果断撤退，不长久格局

大家最关心的两只持仓

CRWV

不少拿着的朋友最近心态焦虑煎熬

票本身底子没毛病，基本面稳稳的

它不靠暴涨短线套利，走算力周期慢轮动

持仓的稳住心态耐心持有，别频繁乱动

DXYZ🚀

坦诚跟大伙认错，这单我贪心操作失利

原本大把浮盈没及时止盈，现在转为亏损

不盲目补仓硬扛死磕，等本周SpaceX上市

看上市有没有拉升反转信号，再决定去留

剩下其他持仓

统一全部卧倒躺平静待反弹

等行情回暖之后，再逐一调整仓位

$CoreWeave, Inc.(CRWV)$

$NANO Inc(NNE)$ $Destiny Tech100 Inc(DXYZ)$

Meta周三财报，AI烧钱换增长的账算得平吗？

Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

富足万物生
06-11
富足万物生
哥关门之前买点啥？放着不动啊
- 请叫我瞳哥:
  OK，在关门之前我会更新帖子，选几个标的出来做长期的。
请叫我瞳哥
06-11
请叫我瞳哥
CPI数据4.2%，低开冲高，短线符合预期冲高跑，或日内做T。

发表看法

3

3

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