Arsoni5t
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$20+年以上美国国债ETF-iShares (TLT.US)$ CPI下降，通胀正在减缓，这应该会鼓励降息。那么，为什么这个东西不涨呢？
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周一，摩根史坦利发布了一份报告，指出其人工智能供应链调查显示， CoWoS订单减少，这导致 $英伟达 (NVDA.US)$ 截至收盘，股票暴跌9%，回撤至Deepseek之前设定的低点。以下是一些关键细节：
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$英伟达 (NVDA.US)$ 的晶圆订单在 $台积电 (TSM.US)$ 保持 保持不变在4纳米晶圆订单中未观察到任何减少。
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根据人工智能苏...
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Arsoni5t
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$20+年以上美国国债ETF-iShares (TLT.US)$ 什么事情可以让你上涨吗，今天降25bp会涨吗
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2024年10月，美国经济仅增加了12,000个工作岗位，较9月份增加的22.3万个工作岗位急剧下降，而9月份增加的就业岗位本身就是向下修正。这一数字也大大低于预期的11.3万个工作岗位，这是自2020年12月以来的最低增长。
此外，飓风可能影响了某些行业的就业人数，尽管劳工统计局并未采取任何行动...
此外，飓风可能影响了某些行业的就业人数，尽管劳工统计局并未采取任何行动...
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