$英伟达(NVDA)_老虎社区_美港股上老虎

邓文鄧文邓闻
2024-06-21

$英伟达(NVDA)$ 破薛定谔的猫，一切都有鸡可寻：one是这次欧央行降息后，拉加德所观察市场和连恩说的市场是有序还是无序，连恩可是迫不及待的跳出来排除无序、说是有序状态，拉加德还在观察还没说话呢，这说明在由保持高利率切换到降息的转折时期，市场要保持有序状态，同理，美联储美联储也即将迎来这个时刻，目前是准备入湾，入湾肯定得减速、不燃容易翻车，意味着要市场处于有次状态，

two：当年22年有加息切换到保持高利率状态时，弯道切换的靶点是债券，动不动就3.5-2.5，4.5-3.5，5.0-4.3，虽然波动特别大，但是有序不是无序的，而股市是：大科技股VS周期防御板块VS罗素中小，三者进行板块轮动，股市的市场广度和宽度是：拉升、收减、拉伸收减，非常的符合耶伦的操作圣经；

three：打字好累😔

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