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#美国10月非农超预期,12月加息押注升温 非农爆表(就业强薪资高)→12月加息概率抬升、美债收益率走高→利空纳指科技;
非农疲软(就业差薪资降)→加息预期降温、收益率下行→利好科技估值;
数据符合预期→加息预期不变,科技走自身主线。
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