#1 还有一小时，鲍威尔就公布降息一码，停止缩表，现在是暴风雨前的宁静
发表于 ： 2025年 10月 29日 13:05
花姐乘机兴风作浪。大涨大跌，妖怪们又要亢奋了。
花姐乘机兴风作浪。大涨大跌，妖怪们又要亢奋了。
100点
纳指起码300点波动。
In support of its goals and in light of the shift in the balance of risks, the Committee
decided to lower the target range for the federal funds rate by 1/4 percentage point to 3-3/4 to
4 percent. In considering additional adjustments to the target range for the federal funds rate, the
Committee will carefully assess incoming data, the evolving outlook, and the balance of risks.
The Committee decided to conclude the reduction of its aggregate securities holdings on
December 1. The Committee is strongly committed to supporting maximum employment and
returning inflation to its 2 percent objective.
今天又提不确定了，感觉这报告并不很阳性。
理由是政府关门过久，可能导致经济衰退。
Crocodile 写了： 2025年 10月 29日 14:06In support of its goals and in light of the shift in the balance of risks, the Committee
decided to lower the target range for the federal funds rate by 1/4 percentage point to 3-3/4 to
4 percent. In considering additional adjustments to the target range for the federal funds rate, the
Committee will carefully assess incoming data, the evolving outlook, and the balance of risks.
The Committee decided to conclude the reduction of its aggregate securities holdings on
December 1. The Committee is strongly committed to supporting maximum employment and
returning inflation to its 2 percent objective.今天又提不确定了，感觉这报告并不很阳性。
果然开跌了。
只是或许很快又来个大涨反转。
根据百战百胜的 ATH 第一跌理论，这个还是个熊套，有可能盘后借巨头财报就直接拉回的。
属实。大跌一般会是双顶。不会突破前高后马上跌。
不过，可能会补前两天的缺口
不一定，这几天股市大涨，盘后还有7仙女ER，看涨的太多，或许MM故意反着来。
即便那样，后面也还会回来再次挑战
这几天，房地产股票暴跌，怎么回事情？
照理来说，降息，MORTGAGE利率降低，有利于房地产股票。
今天10年利率又涨了
今天FI， LRN 的ER并不是很糟糕，起码还在大幅度盈利，却被腰斩。不是好兆头。
只要前景不如预期，极限打压。参照TTD
利率涨了对CRCL到底是利好还是利空？
说了100遍了，降息利空