Arsoni5t
讚了
$20+年以上美國國債ETF-iShares (TLT.US)$ 消費者物價指數（CPI）低於預期，通貨膨脹正在下降，這應該會促使減息。那麼，爲什麼這個東西還不漲呢？
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Arsoni5t
參與了投票
週一，摩根史坦利發佈了一份報告，指出其人工智能供應鏈調查顯示 CoWoS訂單的減少，導致 $英偉達 (NVDA.US)$ 在收盤時暴跌9%，回落至Deepseek之前設定的低點。這是一些關鍵細節：
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$英偉達 (NVDA.US)$ 的晶圓訂單在 $台積電 (TSM.US)$ 保持 保持不變4nm晶圓訂單未見減少。
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根據人工智能計算...
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Arsoni5t
讚了
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Arsoni5t
評論了
$20+年以上美國國債ETF-iShares (TLT.US)$ 什麼事情可以讓你上漲嗎，今天降25bp會漲嗎
已翻譯
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Arsoni5t
評論了
2024 年 10 月，美國經濟僅增加了 12,000 個工作崗位，從 9 月增加的 223,000 個就業機會大幅下降，這本身是向下修訂。這個數字也顯著低於預期的 113,000 個就業機會，是自 2020 年 12 月以來的最低增長。
此外，儘管勞工統計局仍然不穩定，但暴風可能影響某些行業的就業數量。
此外，儘管勞工統計局仍然不穩定，但暴風可能影響某些行業的就業數量。
已翻譯
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Arsoni5t
評論了
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