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TraderS | 缺德道人
Influential Creator
最近市场注意力都在存储，今晚核心PCE符合预期回落，逻辑跟此前的CPI差不多，都受益于6月持续下降的油价。
但既然7月油价大幅反弹，叠加刚刚结束的鹰派FOMC，这份PCE实际能起到的作用有限。
但无论如何是个好数据吧，正好助力今天反弹的存储股，触底反弹概率再次+1
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