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三市波段笔记

Replying to @卡卡Midddd:这个有问题，订单是美国政府的，全是军方的订单，后续如果懂王削减债务，这部分就是利空。还有，目前所有企业要是重新估值，这家的估值你查查，算是很高的了。但是做空节点需要好好找，最好是指数崩的时候//@卡卡Midddd:PLTR也一起做空么感觉这个企业做的还不错现在90能空出来不

【美股】关税2.0来袭！4月2日大跌or小跌？

近期美股行情震荡，不少人表示终于体会到了一把“猴市”行情！4月2日关税即将来袭，花旗当前给出的剧本有三种：1.较为温和，股市横盘；2.较为aggressive，股市小跌；3.更为严重，股市大跌！【大家觉得4月2日股市会走哪种剧本？现在是否手持现金会比较靠谱？】

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