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Yuvi.
$SPY，联储暂停加息后为什么股市仍不轻松？10月28日美股在政策决定后相对平稳，但债市波动；利率维持3.75%—4%，通胀仍高。今天的PCE将提供新的价格信号。若核心通胀降温且盈利覆盖估值，广泛指数更有支撑；若PCE偏热、收益率上行，暂停政策也不等于放松金融条件。
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