Market Overview - The stock market experienced mixed results on the first trading day of July, with the S&P 500 and Nasdaq declining by -0.11% and -0.82% respectively, while the Dow and Russell 2000 increased by +0.91% and +0.94% respectively [1] - A rotation occurred in the market, with tech stocks lagging after a strong first half of 2025, while healthcare stocks led, exemplified by Amgen (AMGN) gaining +4% and Merck (MRK) up +3.4% [2] Economic Indicators - The Job Openings and Labor Turnover Survey (JOLTS) for May reported 7.8 million job openings, exceeding expectations of 7.3 million, with job quits at 3.3 million and layoffs/discharges at 1.6 million [4] - The highest job openings were in Accommodation/Food Service (+314K) and Finance/Insurance (+91K), while the Federal Government saw a decrease of -39K jobs [5] - Manufacturing data showed stronger than expected results, with S&P final Manufacturing PMI at 52.9 and ISM Manufacturing at 49.0%, while Construction Spending for May fell to -0.3% [6] Company Performance - Constellation Brands (STZ) reported Q1 earnings of $3.22 per share on revenues of $2.52 billion, missing estimates of $3.38 per share and $2.57 billion, attributed to softer consumer demand in wine and beer sales, with shares down -24% year to date [7]

去年9.24行情爆发后，自选股里面有10个股票，我精心的选了一个重仓。到5月底为止，只 有我重仓的在下跌，没有买的9个都上涨了，真TMD晕死，这概率也是逆天了。 有同感的来吐槽！ 那个孩子 经常会有一种错觉，整个投资圈(包括雪球、集思录、各个股票群等等)就是一个围绕着我账户 资金打造的"楚门的世界"，我的一举一动都在他们的掌控之下，他们精心设计一个个超长期 的圈套就为了我账户里那仨瓜俩枣有一天自投罗网，他们盯住猎物的耐心堪比我持股的耐 心，太TMD恐怖了，总有一天我也会上套。。 e老实和尚 所以要大饼。 魔豆 你如果真的能从大A五千多只股票中选出10股 然后又在10股中挑出一股重仓 重仓的这一股还大涨特涨 你早就不是今天的你了还逛集思录？ 我看股神特朗普都得给你提鞋 巴菲特老爷子求着你共进晚餐 营业部天天下班之前都得开个会讨论一个你的账户的持股变动 整个股市都是你的提款机 基金经理们在你面前瑟瑟发抖 很久以前，坐庄的是可以看到每个股东的持股数量的，所以很多股票，一直要洗到大户忍受 不了，卖出之后才会拉升。 也可以理解为，庄家拿不到足够的筹码，就不会大幅拉升，不会做成强庄股。 之所以很多股票，一卖就涨，就是因为 ...