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TEVIN日进7️⃣斗金💰
#美国10月整体与核心CPI双超预期 CPI落地，整体、核心环比双双超预期。美债收益率快速上行，美元走强，纳指期货承压，芯片成长估值率先受打压。市场直接定价12月加息预期，通胀粘性再度浮出水面。今晚重点看资金承接，高估值存储板块波动放大，短线风控优先，不急于抄底，等待后续PPI数据进一步验证。⚠️仅个人复盘，不构成投资建议
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