半导体的罪魁祸首

赌徒的自我修养

两个大闹残，一个是美光CEO嘴贱，财报好老老实实过自己日子呗，非要嘴贱内涵苹果，真的败人品，真的活该别人做空你碎嘴巴，第二个就是meta真的绝了，好事没有你，坏事次次都有你。

非农减2.3万反送新高,周三CPI接得住吗?

上周五标普500指数涨0.62%并创收盘新高,纳斯达克综合指数涨1.30%、SPY涨0.61%、QQQ涨1.17%,道指涨0.28%。推手是一份"坏得刚好"的数据:7月非农意外减少2.3万人,5、6月新增合计再下修10.3万人,时薪同比只增3.2%,市场随即把9月加息押注压到约44%,利率预期降温直接给AI与半导体腾出估值空间。焦点转到北京时间周三晚20:30的7月CPI,已有观点提醒这份报告可能反而说明利率还得更高。当就业转弱成了利好,通胀数据会顺着同一条逻辑走吗?

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