pepper 花椒 (中产版)|9月 17, 2026 00:20
Plain and simple:
A 25bp rate hike is old news, 'more hikes this year, higher for longer' = new bearish signal.
Today in A-shares = Tech stocks that were overbought yesterday are giving back some gains. After the pullback, let’s see who truly delivers results: Optical modules core > Semiconductor equipment and materials > Frontline PCB > High-flying small caps with hype.
$BTC: As strong as ever, holding steady at 75k.
US stocks: The rate hike hit AI-leveraged plays like META, ORCL, etc., but they didn’t drop much. High chance of a big rebound tonight.
That’s it ^_^
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