外资交易台：TMT周报

Happy Sunday…QQQs ripped 7% while the 10-year yield slipped to 4.25% and the VIX collapsed 15%, as Trump "blinked" again and trade news got better. 周日愉快……QQQ 上涨了 7%，10 年期收益率下滑至 4.25%，VIX 暴跌 15%，因为特朗普再次"让步"，贸易消息有所好转。 Busiest week of the year with 40% of TMT market cap reporting so I'm going to dive straight into Tech and avoid Macro this week other than to say our base case is a more-choppy likely slowly upwards trending mkt as we get more positive trade news flow and macro releases support the thesis that w ...