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股海彦祖
2024-11-15

seeking β day 155，通胀担忧再起

欢迎关注公众号：股海彦祖

无操作。

昨晚刚说完股指在高位，今天就跌下来一些。今晚美国公布零售月率，高于预期，零售数据强，代表消费强劲，一些商家为了提前应对懂王的高税率政策，可能会提升价格，通胀也就更顽固。目前纳指跌1.8%，vix波动率指数涨8%+。如果这波回调能多一些，可以考虑加一些昨晚说的好公司。但其实抄底是个挺容易翻车的事，以太坊挖k规则修改后英伟达跌过2/3，这波AMD 诺和诺德从高点都跌了近1/3，但调整到位了吗，我也不知道，唯一能确定是目前比较便宜，但还是股指太高的原因，不太敢立刻抄底。

今天回来的有些晚了，拉萨本来就有时差，比北京时间晚大约1个半小时，晚饭又吃的比较悠闲。

每次来拉萨，都感叹祖国的幅员辽阔。西藏非常非常美，希望50岁之前能攒够钱，我就辞职自驾环游中国，让人生更精彩一些，当一辈子牛马真挺无聊。精彩的人生，活个80就知足了，无聊的人生，熬到90也没啥滋味。

今晚就这些吧，希望市场进一步回调，晚安😴

$美国超微公司(AMD)$ $诺和诺德(NVO)$ $苹果(AAPL)$ $美国运通(AXP)$

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。

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超越666888
·2024-11-16
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梓坚
·2024-11-16
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2ca1732f
·2024-11-16
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