从昨晚美国 GDP 和核心 CPI 来看，明显分化严重，一方面经济增速降低，另一方面 CPI 高居 3% 以上，唯一的解释便是大宗商品的价格对 CPI 产生了冲击，为美国带来了输入性通胀，实际经济增速却并不理想，这也为降息提供了一定的预期。由此来看，中东问题的解决便显得尤为重要，这也是布林肯前往北京的重要任务之一。盘面上，科技股在财报周之后等待方向，依然会走出马太效应的格局。
Astera Labs
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