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纪正光 Zhengguang Ji
@Jizhengguang
择一业谋食养命,等一运扭转乾坤💦#
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Joined February 2023
5.1K
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45.3K
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纪正光 Zhengguang Ji
@Jizhengguang
2026.10.03 08:06
非农只增加 2.9万,失业率升到4.2%,纳指照样冲新高,大家都在喊坏消息就是好消息。但别光盯着股票,美债收益率先跳水,转头又冲到日内高位。 股市在赌降息,债市在担心40万亿的债务。这两边总有一个是错的。建议仓位留一半现金,等它们重新走到一起再说。
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