不知道，宏观影响因子_老虎社区_美港股上老虎 - 老虎社区

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主神级交易员鄧文
11-19

不知道，宏观影响因子比前面几次财报多了很多，卖事实+老鲍放鹰+市场交易预期特朗普2.0还没结束+大巨头没看到低迷反转的趋势，这是最大的逆风，好的是财政赤字在扩张趋势+走势还在趋势内+宽信用，很难定义两者是想向抵消还是背向撕扯，抵消意味着波动小、撕扯波动大，这波财报难度不是一般大，个人偏向于把财报落地和财长人选叠在一起，这是抽丝拨茧后唯一的头绪，

# 上涨势头不足？明年你还看好英伟达吗？

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