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uohz
过去 24 小时定价主线是"通胀与利率再收紧"压过风险偏好：油价结算续涨、美联储票委公开主张转入限制性政策，存储芯片链又遭长鑫存储技术消息冲击，A 股与全球成长股同步承压，银行等防御方向占优。今明两天的验证点密集：今晚美股盘前大行财报开启财报季，10 月 14 日美国 9 月 CPI 与中国 9 月数据集中公布。
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