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豆子zz
#美国中期选举在即，哪些结果值得关注？
摩根大通最新中期选举推演，之后最好盯紧宏观变盘信号。
目前概率最高是是民主党横扫参众两院，市场担忧AI监管与数据中心限制，或引发AI概念股抛售。
但大通判断法案难推翻总统否决，建议科技股回调即买，财政赤字缩减，长债收益率承压，关联高管或遭调查，并且宏观博弈加剧，要小心仓位。
$BTC $ETH $ZEC #苹果Q4营收超预期，下季度毛利率指引承压 #PalantirQ3营收增长96%，股价不涨反跌
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