Post
Yuvi.
$SPY
看非农总数，够解释标普指数的反应吗？
今晚公布的就业报告还包含失业率、工资与历史修正。新增岗位超预期可能代表增长韧性，也可能提高紧缩预期。市场需要把增长与通胀两条影响一起定价。
若工资温和、就业保持且上涨行业变多，环境更均衡；若指数只靠少数权重股拉动，我会降低对全面风险偏好恢复的判断。
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