Replying t_老虎社区_美港股上老虎

Replying to @KEINS:对的，现在是卖预期买现实。真衰退反而对科技股有利//@KEINS:你这就不懂了，如果经济衰退，股市会上涨。因为会逼美联储降息。明天煮江西

特朗普全面关税生效，包括对中国产品征收 104% 的关税，引发债券市场暴跌。周三亚洲午间时段，30年期美债收益率迅速拉升20多个基点，盘中一度升破5%，现报4.915%；10年期美债收益率持续飙涨，逼近4.5%。【大家现在是偏向于避险（美债、黄金），还是偏向于进取（顺势做空指数）？该恐慌or贪婪？】

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