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老美向下拐点逼近,A股要乘胜追击!
Sou Hu Cai Jing·2025-08-07 10:51

Group 1 - The recent U.S. non-farm employment data for July showed a significant miss in job additions, with the unemployment rate rising and previous months' data being revised downwards, raising concerns about the economic outlook [1][10]. - There is a growing divide within the Federal Reserve, with two officials voting in favor of interest rate cuts, a rare occurrence in the last 30 years, and market expectations for a September rate cut soaring to 93.6% [5][10]. - The market's perception of the weak employment data may be misleading, as it could indicate underlying shifts in institutional trading behavior, suggesting that institutions are positioning themselves ahead of potential market movements [9][10]. Group 2 - The article emphasizes the importance of focusing on actual trading behaviors rather than expert opinions, as institutional actions are more indicative of market trends [3][10]. - A quantitative tool is highlighted as essential for investors to discern market truths, allowing them to analyze trading behaviors and make informed decisions [8][9]. - The advice for ordinary investors includes maintaining independent thinking, filtering out noise, and utilizing quantitative tools to establish objective judgment standards [10][12].