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【Mar.25 美股重大事项 - 船老大】

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-20Q4 GDP修正值和上周初始失业金申领人数均好于市场预期。Yellen昨天参院听证时表示将提高企业税率(高盛估计将直接压缩标普利润约9%)。Powell称将容忍通胀回升,并将根据经济状况渐进调整货币政策。


-四大股指盘前承接昨天走势继续低开,中小盘连续第二天领跌,目前跌幅超过1个点,其它三大股指中幅下挫。


-美国SEC昨天公布HFCA法案征询稿,中概昨天大幅下挫后,盘前继续大幅低开。


-科技股继续弱势,QQQ盘前跌至两周来坚守多次的右肩颈线$310一线,开盘不能迅速拉起将再次测试月内低点。上行测试$313区域。SPY盘前跌破前周低点$387一线形成破位,开盘测试$385.8-383.7区域。上行测试在$387.5-388.8区域。


-近期板块和指数分化严重,市场深度一直未能改善,市场热点不多,择股和操作比较困难。机构季末调仓未结束前,保守操作为宜。

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