Post
Yuvi.
$SPY
强非农对大盘，是盈利利好还是估值压力？
美国10月非农增加16.5万人，明显高于过去12个月月均4.8万人的增量。就业有韧性，企业需求未必迅速失速，但资金成本也未必很快下降。
大盘取决于盈利增长能否抵消贴现率压力。行业分化时，指数企稳也可能掩盖多数公司的经营疲弱。
我关注盈利预期修订与市场宽度。若更多行业上调盈利、上涨家数扩散，修复更健康；若少数权重拉升而收益率继续抬高，指数表现不足以证明风险已经解除。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,709.3-0.01%
ETH/USDTEthereum
$2,119.81-0.01%
SOL/USDTSolana
$85.97-0.02%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
Hot
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
