非农和就业数据打架,只能用政府停摆统计存在问题来解释了 12月降息不降息其实也不关键,关键是明年啥情况市场完全无法形成共识,甚至是真空 市场不停测试下沿,这里我不会拿自己的钱去不停的测试下沿 有空不如看看为啥某些东西不停涨,顺便玩玩昨晚发布的 nano banana pro
现在啥都不好使,就是需要时间,物理意义的时间,让数据更明确,经济落地的形式更明确。this is the key
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