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确实很可爱
#非农今晚揭晓，美股大跌后市场如何押注12月加息？
✅利多
1. 就业数据大幅走强，市场强化美联储降息推迟、甚至维持高利率的预期，利好美元和美债收益率上行
2. 经济韧性超预期，对美股顺周期、科技板块短期偏强支撑
❌利空
1. 利空黄金：强劲非农打压降息预期，黄金快速跳水，避险买盘消退
2. 利空纳指、币圈：高利率维持时间拉长，成长资产、风险资产估值承压
3. 失业率回落叠加非农大增，打消市场对于经济走弱的预期，流动性宽松预期降温
一句话总结：非农爆冷走强 → 降息预期延后，美元走强，黄金杀跌，风险资产承压。$BTC $ETH $SNDK
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