Post
Yuvi.
$IWM
就业稳健，为什么小盘股未必马上受益？
非农将在今晚公布，国内需求预期可能随之调整。小企业既受需求影响，也更容易受到借款成本与再融资条件限制。增长改善如果伴随利率上升，收益可能被融资压力抵消。
我关注信贷利差与盈利修正。若融资条件改善且盈利预期稳定，小盘逻辑增强；若债务压力继续扩大，单一就业好消息不足以支撑。
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