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Short
Oct 14, 2022
空非美资产及美股
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昨晚cpi后的全球非美资产暴跌后V反,趋势反转?或许只是报复性反弹
消息面:北京时间11.3凌晨美联储利率决议。75bp已成定局,但不排除随后新闻发布会除鲍威尔口头放鸽。因此继续做预期走势,买预期卖事实。
政策面:美国中期选举前,无论最后拜登是输还是赢,降通胀仍是首要目标。若中期选举失败(个人认为失败),将是今年最大的转折点
虽然马上20大,但昨晚的报复性反弹把国内新闻媒体整的激动不行,牛市都要来了
A股周五这一波,不知多少人高位接盘呐,虽然已经跌了很多==
xjsoul
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