· 方法论

鲍威尔讲话料重申NBIS优于IREN,建议关注个股基本面而非宏观大盘。

涉及标的:

中文翻译

杰罗姆(鲍威尔)大概会上台,宣称 $NBIS > $IREN,然后在他走向由悉尼·斯威尼(Sydney Sweeney)坐在副驾的新兰博基尼时潇洒离场(mic drop)。 市场会鼓掌欢呼,因为他说的不过是众所周知的事实。 但除此之外,我们可能会获得更多关于12月降息以及政府停摆后经济前景的见解。大盘随后的走势可谓五五开,因此除非你交易短期指数或更依赖宏观的资产,否则关注个股基本面更为重要。

英文原文

Jerome will probably go on stage, say $NBIS > $IREN, and micdrop after walking offstage to his new lambo that Sydney Sweeney is riding shotgun in. Markets will clap and cheer knowing he said something everyone knows as a fact. But that aside, we’ll probably get more insights into Dec rate cut and a view of the economy after gov blackout. It’s a coin flip direction the general markets go after, so more important to look at individual stock fundamentals unless you trade short term indexes or more macro dependent assets

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