停战利好效果衰退很快。

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停战利好效果衰退很快。 大a从通过etf推土机式增量拉升,到缩量分化仅一天之隔。
美股更甚。 昨天才趁停战逼空挤压套现止盈,今天气都不带缓,就下手做空软件股探二低点。
其背后的逻辑其实都指向中东资金和美债后续。
预期交易中东资金回国重建,以及美发新债稀释军费开支和相关成本增加。

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