Post
土豆美烦恼
美东周一美股收涨：道指+0.81%，标普+0.49%，纳指+0.78%，科技股反弹，油价大跌带动风险偏好回升，金龙指数走强。
AI算力/云龙头，但不再普涨，优先选现金流扎实、财报兑现的，不追高位小票；
搭配高股息、优质消费、医疗，用来对冲波动；
等利率、选举尘埃落地后，再看小盘股、地产的修复机会；
金龙可轻仓博弈反弹，地缘与监管扰动大。
大选、通胀反复、长债利率、AI盈利不及预期，整体适合分批、控仓位。
短期先观望，等财报与选举落地再择机加仓，主线看分化优质科技，搭配防御做平衡。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$65,899.5+0.00%
ETH/USDTEthereum
$1,848.29+0.00%
SOL/USDTSolana
$73.17-0.01%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion