大反转，北上资金逆市加仓，一周增持这三个行业！
北上资金逆市加仓，美容护理、通信、食品饮料行业成“香饽饽”。A股市场本周震荡下跌，上证指数跌破60日均线，一周累计跌3.85%；深证成指累计跌3.94%，创业板指累计跌3.69%。市场下跌的同时北上资
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- 👍美联储鸽≠美股涨？市场开始担心衰退风暴了
美联储鸽≠美股涨？市场开始担心衰退风暴了
有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。有关美国经济正滑向衰退的持续警告终于触动了华尔街的神经。过去两个月里，投资者无视各种警告——从40年来最严重的美债收益率曲线倒挂，到2022年油 - 👍外媒头条 | 美国核心PCE仍远超联储目标，软着陆希望渺茫
外媒头条 | 美国核心PCE仍远超联储目标，软着陆希望渺茫
10月美国一项基准通胀指标——核心PCE同比上涨5%，同比升幅6%，仍远高于美联储2%的目标，美联储通胀降温但经济不衰退的希望仍然渺茫。美联储主席鲍威尔本周强调，核心PCE是他认为更能准确反映通胀走向的指标。 在截至11月19日当周，美国持续申领失业救济人数增加5.7万人，至160万人，为一年来最大增幅。 美国商务部周四发布的数据显示，10月份个人储蓄占可支配收入之比降至2.3%。 - 😶恒生科技指数跌超5%，科技股持续下跌
恒生科技指数跌超5%，科技股持续下跌
10月24日，港股持续走低，恒生指数跌超4%，恒生科技指数跌超5%；科技股持续下跌，腾讯控股、美团-W、京东集团-SW、百度集团-SW、哔哩哔哩-W跌超7%。 - 👍These were the Bank drawdowns during the Global Fin crisis (2008-09). Imagine these Banks and their stocks surviving (and coming back great lengths) despite such huge drawdowns and the financial collapse. This is not 2008-09 so things may not get as bad, I think. Unless of course there is a global Bond market implosion.History repetes.. if you been in the markets for 50 years like me... upgrades starting to hit new wires. BAC $40 upgrades.. going head 36 to 38 next few days@CrystalRose：These were the Bank drawdowns during the Global Fin crisis (2008-09). Imagine these Banks and their stocks surviving (and coming back great lengths) despite such huge drawdowns and the financial collapse. This is not 2008-09 so things may not get as bad, I think. Unless of course there is a global Bond market implosion.History repetes.. if you been in the markets for 50 years like me... upgrades starting to hit new wires. BAC $40 upgrades.. going head 36 to 38 next few days
