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K哥-币圈快讯
$AMZN
5780亿美元。亚马逊AWS的积压订单单季多了820亿,销售额同比涨39%,账面挑不出毛病。股价呢,24小时跌了10%。
OKX上的AMZN代币现在报227,最低一度摸到214,财报前还在253。
这就是当下美股的定价逻辑:增长不够便宜就是利空。跟前阵子谷歌一个剧本,市场不管你订单多厚,只问这价格配不配现在的估值。
我手里没美股代币的单,但这跌法对币圈不算坏事——钱从估值杀里出来总得找个地方去。只是目前看,还没轮到币圈。
财报季还有几天,手握美股代币的悠着点,别接飞刀。
#美国9月核心PCE升至3.1%,加息预期仍高
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