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Yuvi.
$QQQ
就业数据走弱，为什么QQQ也可能下跌？
今晚非农报告将提供新的增长与工资线索。利率下降有利于远期盈利折现，但若市场同时下修科技公司的收入预期，估值改善可能被盈利下降抵消。
我会比较收益率、龙头指引与市场宽度。只有利率压力缓和而盈利预期稳定，修复更扎实；若二者共同反映衰退担忧，低利率并非充分利好。
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