美联储的降息决定是周四凌晨3点发布,目前看是没有任何悬念降息25bps;目前的核心是: 1. 10年期美债是不是跟着跌,还是继续高位=>近期市场信心如何; 2. 大家会不会sell on the news,然后等明年再战=》😅可能性很大,都去度假了⛱️了 整体还是都看好明年的,当下我自己还是卖卖期权收租模式。
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