联合健康跳水,川普怼上美联储,美股乱成一锅粥了

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昨晚休市前最后一个交易日,不太平。医疗保健巨头联合健康跳水,财报:净利润同比下滑 15%,全年业绩指引直接砍掉 10%,股价单日蒸发 20%。从 CEO 被 S 到业绩暴雷,这家公司还真是命运多舛。

 

但更刺激的还在后头——盘中川普直接开启 “嘴炮模式”,在社交媒体和记者会上连环轰炸鲍威尔,甚至放话 “我要他走人,他立马就得卷铺盖”。鲍威尔回怼 “贸易冲突压力再大,美联储也不会屈服”,神仙打架,市场遭殃!  

市场最怕的不是利空,而是不确定性!波动大有波动大的玩法,至于波动中的机会在哪,请移步我之前写的文章。

还有一个关注点,联合健康跌 22 个点,礼来却涨 14%、某种意义上医药股好像有点像零合游戏,此消彼长。

 

给花老师点个关注,每天分享投资机会~$Eli Lilly(LLY.US) $Unitedhealth(UNH.US) $SPDR S&P 500(SPY.US)

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