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zerenbianji：luyujun
■huxu劼zhangjiejiefangjunbaojizhegaoliyingwanglingshuo
chuanxidaliangshan，manmuqingcui。qunshanhuanbaojian，xichangweixingfashezhongxin2haofashetajiaweiranchuli。
jianzhicangqiong，jingdaichuzheng。2023nian5yue17rishangwu10shixu，fashechangxiangqi01zhihuiyuanbaichunbohongliangdekouling，changzhengsanhaoyiyunzaihuojiantuojubeidouxitongdi56kedaohangweixingbadierqi，benxiangtaikong。
xiarixingkong，yinheyoutianxin“beidou”。beidousanhaoquanqiuweixingdaohangxitongshoukebeifenxingshunlirugui，jinyibutishenglexingzuowenjianxinghekeyongxing。
cong2000nianfashediyikebeidoudaohangshiyanweixingqi，“beidoumugang”yicicichuzheng，lishi20yuzai，zaihaohanyuzhoudajianqiyizuoqishihuihongde“taikongluopan”。
jiaotongyunshu、nonglinmuyu、shuiwenjiance、qixiangcebao、dianlitiaodu、jiuzaijianzai、gonggonganquan……yangwangxingkong，yikekebeidoudaohangweixingshanyaotianji，weiquanqiutigongyiliudeweixingdaohangfuwu，zhiyinzherenmenzhuizhumengxiang、zouxiangyuanfang。
xingyaotaikong，lishimingjiguanghuishike。jintian，rangwomenzoujin“beidoumugang”，yangwang“yekongzhongzuiliangdexing”，lingtinghangtianrenxiangtiantuqiangdefendougushi。
2023nian5yue17ri，woguozaixichangweixingfashezhongxinyongchangzhengsanhaoyiyunzaihuojian，chenggongfashedi56kebeidoudaohangweixing。wanquanshe
5yue17ri，beidouxitongdi56kedaohangweixing、beidousanhaogongchengshoukebeifenweixingfashechenggong，kaiqibeidougongchengjianshedexinpianzhang。
beidouweixingdaohangxitong，shimingfuqishideguozhizhongqi。
haiwanzhanzhengzhong，GPSdaohangxitongxianshichudeqiangdaweili，rangguorenshenkerenshidao：meiyouzijidedaohangweixing，wuyiyujianggaoloujianzaozaibierendedijishang。
1994nian，woguoqidongbeidouyihaogongcheng，zhankaishiyantansuo。tongnian3yue，meiguoyiwanchengGPSweixingxingzuobushe；cinian，eluosiyewanchenglegeluonasidaohangweixingquanqiuzuwang。
huigudangnian，xichangweixingfashezhongxinmoufasheceshizhanweixingbaozhangxitongzonggongchengshiguojunchaoshuo：“jianchengzhongguozijideweixingdaohangxitong，tingzhizhongguorendeyaogan，womenyiburongci。”
weixingdaohangxingzuozhuyaofenbuzaizhonggaoguidao。zaiwoguoxianyihuojianjiazuzhong，changzhengsanhaojiaxilieyunzaihuojianbaolanlemuqianwoguojuedaduoshugaoguidaohangtianqifasherenwu。youci，baohanchangsanjia、changsanyi、changsanbingzaineidechangzhengsanhaojiaxilieyunzaihuojian，chengweibeidouzuwanggongchengde“zhuanshulieche”。
xichangweixingfashezhongxinshifashechangzhengsanhaojiaxilieyunzaihuojiande“zhuchang”。zhelidizhijiegoujianshi，zaidimianfashe、genzongceliang、tongxinbuwangdengfangmianjuyoutianranyoushi。xichangweixingfashezhongxinhaijuyoujiaodideweidu、jiaoshiyidewendudengyoulitiaojian，shifashebeidouweixingdeyouxuanzhidi。
lishidezhongren，luodaoxichanghangtianrenjianshang。zuoweibeidoudaohangweixingde“mugang”，xichangweixingfashezhongxinchengdanlequanbubeidouweixingfasherenwu，anjihuawanchenglezhongguosandaibeidoudaohangxitongdefashezuwang。
qibujiaowan，yiweizhebixuzhengfenduomiaodizhuigan。weilequebaobeidoushoufeichenggong，guojunchaohetongshimenfeiqinwangshidimaozaifashechang。
2000nian10yue31ri，changzhengsanhaojiaxilieyunzaihuojiantuojuwoguoshoukebeidoudaohangshiyanweixingfeixiangtaikong，beidourenwushouzhangaojie。50tianhou，“beidouzhuanlie”youtuojuwoguodierkebeidoudaohangshiyanweixingshunlijinrudiqiutongbuguidao。
cong“beidoumugang”qicheng，zhongguohangtianrenkaishilezaitaikongjianzao“zhongguoxingzuo”deyuanzheng。
“zheshiwocanjiadedi42cibeidouweixingfasherenwu。”beidouxitongdi56kedaohangweixingfasherenwuxianchang，01zhihuiyuanbaichunbogaosujizhe，“beidourenwuchuangzaolebaifenzhibaichenggongdeqiji。”
gaomidufashe、manfuheyunxing，xichangweixingfashezhongxinbaochilianzhanlianjiedechengji，mijuehezai？
fashechangtajiapang，“zhiliangjiushishengsuan，zhiliangjiushishengming”“kekeluodinglianzhehangtianshiye，xiaoxiaoanniuweiximinzuzunyan”dengbiaoyugewaixingmu。
weilebeidoushunlishengkong，xichangweixingfashezhongxinyidaidaikejigongzuozhefuchulechangrennanyixiangxiangdezhihuihehanshui。
fashechangdenianqinghangtianren，daduotingguoqianbeimen“yongweikuijinggeihuojiantijian”degushi——
2003nian，di3kebeidoudaohangshiyanweixingfasherenwuqian，gongzuorenyuanzaihuojianjiantimoubuweifaxianlesizhirongyuwu。anzhaoyibancaozuochengxu，tamenzhixujiangzhegeduoyuwutiqingchujike。raner，tamenlianlianzhuiwen：duoyuwutishizenmejinqude？huojianqitabuweihaiyoumeiyouleisideduoyuwu？
jiuzheyang，ceshirenyuanteyizhaolaiyiyongweikuijing，duihuojiangehuomenhefadongjiguanlujinxingrenzhenxizhidequanmianjianzha，bufangguorenhezhusimaji。zuizhong，yinhuanchedipaichu。
shirenhuojiankongzhixitonggaojigongchengshimaowanbiao，duidi3kebeidoudaohangshiyanweixingfasheshideqingjingrengjiyiyouxin——
nashi2003nian5yue24riwanshang，diwentuijinjiganggangjiazhuwancheng，changquturanxiaqibaoyu。ceshizhong，kejirenyuanyiwaifaxianmouguanjianxianluloudian。
youzhehuojiandianluxitong“huotuzhi”meiyudemaowanbiao，shinacirenwudekongzhixitongjishufuzeren。dangshi，tadiyishijianpashangfashetajia，xunzhaoyuanyin。jingguolengjingfenxi、jingquejuece，tadadandechujielun：dianlushejigefangmianmanzufashetiaojian，keyifashe！
cirilingchen，di3kebeidoudaohangshiyanweixingyifeichongtian，jingquerugui。suizhebeidouyihaoxitongzhengshijiancheng，zhongguochengweishijieshangdisangeyongyouzizhuweixingdaohangxitongdeguojia。
“congwudaoyou，beidouyihaoshizhongguorenkaozijiganchulaide。”maowanbiaogankaidao。
2007nian4yue14ri，xichangweixingfashezhongxinfashediyikebeidoudaohangweixing，kaiqibeidouerhaoshoucirenwu；2020nian6yue23ri，suizhedi55kebeidoudaohangweixingfashechenggong，beidousanhaoquanqiuweixingdaohangxitongxingzuobiyuanjihuatiqianbannianwanchengbushu。
congbeidouyihaodaobeidouerhao、beidousanhao，zheshiyiduanqishibangbode“zhongguoxingzuo”jianzaoshi。zhongguohangtianrenyong20duonian，zouwanleqitaguojiaquanqiudaohangxitong40duoniandefazhanlicheng。
tianhemanman，beidoucuican。20yuzai，cong“yikexing”dao“mantianxing”，“beidoumugang”yongyouyichengjixiangzuguojiaoshangyifenyuanmandajuan。
ju“beidou”，ding“fengyun”，tuo“change”，zhu“tianlian”……jinnianlai，xichangweixingfashezhongxinqudezhongduotupo。
“womenyubeidougongchengchang。”xichangweixingfashezhongxinfuzonggongchengshizhuangkeshuo，weimanzubeidougaomiduzuwangfashexuqiu，gaizhongxinzongheceshifashenenglibuduanyuesheng——
2011nian，xichangweixingfashezhongxinshoucicaiyongxiandaixinxijishu，chenggongfashewoguodi8kebeidoudaohangweixing，zonghefasheshiyanshuipingwenbutisheng；2018nian，beidouxitongyinianneiwancheng10jian19xingfashe，chuangxiashijieweixingdaohangxitonghangtianfashedexinjilu，“beidoumugang”kaiqijiasudu。
2018nian10yue31ri，di41kebeidoudaohangweixingfasheqianyitianxiawu，xichangtufa5.1jidizhen。nashi，fashechangyijingjinrurenwuzuihoujieduan，zhengzaijiazhutuijinji。
huiyiqidangshideqingjing，shirenchangguidonglixitongzhihuiyuanzhaofeirengxinyouyuji。datingyaohuangzhenchanshi，jiazhuchengxuyijinruzuijinzhang、zuiweixiandedaliuliangjiazhuhuanjie，shaoyouchachi，houguobukanshexiang。
weilejiazhugongzuohefasherenwudeanquanyuanman，gongzuorenyuanjianggerenanweizhizhiduwai。ciri，renwuqudeyuanmanchenggong，beidouweixingzaicishanyaotaikong。
2020nian6yue15ri，zaibeidouquanqiuzuwangfasherenwushouguandejueshengjieduan，diwendonglixitongchuxianyaliyichang，zhihuibuguoduanjuecetuichifashe。
guanjianshike，01zhihuiyuanyinxiangyuandailingdonglixitong、jiazhuxitong，yiqimouhuafangan、shulikouling、shibiefengxian。jinglilianxuliangtianlianggebocicaozuo，quanjianranliaoanquanxiehui。
2020nian7yue31ri，yigezairushicederizi，xizhuxixuanbu：“beidousanhaoquanqiuweixingdaohangxitongzhengshikaitong！”
nayike，xichangweixingfashezhongxinxuduorenliuxialejidongdeleishui，“beidoumugang”yuanmanwanchengledangherenminfuyudelishizhongren。
chuanxigaoyuan，yiduanquanxindegushiyouciqibi。yigegezhongdianxiangmuanxia“kuaijinjian”，guangdakejigongzuozhexiangzhexinzhengchengfenlipandeng。
2022nian12yue15ri、16ri，xichangweixingfashezhongxinjielianzuzhishishiliangcifashe，liangtianliangfachuangzaolezuiduanjiangeshijianfashedexinjilu。zhebiaozhizhexichangweixingfashezhongxingaomiduhangtianfashenenglizaishangxintaijie。
weileshiyinggaomidufasheyaoqiu，xichangweixingfashezhongxingexitonggegangwei，weiraozhunshifashe、jiazhuzonghenenglitisheng、jingzhunqixiangyubaodengketikaizhanquanmianchuangxingongguan。diwendonglixitongqianduanfuzerenhanguohehetongshimenzhongxinshulixiangguanyaosu，shejichugengweifengfudeyaosuneirong。jingguoshengjigengxin，xiangguanxitonggengjiatieherenwudezuzhishishi，xiaonengtishengmingxian。
muqian，xichangweixingfashezhongxinyuanchengzhikongdatingmouxitongganggangwanchengshengjigaizao。hanguohejieshaoshuo：“xitonggengxinhou，suojianjisuode，keyijinxingquanfangweikeshihuazhanxian，weikuaisuzhihuijuecetigongleqiangyoulidezhicheng。”
weijiakuaitishenggaomiduceshifashenengli，tamenjijikaizhanduozhendihuojianbingxingqishugongzuotansuolunzheng，jiasutuijinduorenwu、duozhendi、duomoshibingxingceshifasheliuchenghezhichengbaozhangyanjiu，buduantuidongkejichuangxinyurenwushenduouhe。
“houxu，womenjiangjieheshijianbuduanyouhuahegaijin，quanmiantishengfashechanghangtianceshifashezonghenengli，yishiyingweilaigengdaqiangduhemiduderenwuxingshi。”xichangweixingfashezhongxindimianxitongzonggongchengshishizhenshunshuo。
yicicichuangxinfazhan，zhutuilezhongguohangtiandekuayue；yichangchangkeyangongguan，kaipile“wandaochaoche”xinlujing。xingyaotaikong，“beidoumugang”zaichongmanguangrongyumengxiangdezhengtushangbuduantansuo、fenyongqianxing。
■yangzhijian
weidashiyeyunyuweidajingshen，weidajingshenyinlingweidashiye。
xichangweixingfashezhongxinshizhongbingcheng“zizhuchuangxin、kaifangronghe、wanzhongyixin、zhuiqiuzhuoyue”dejingshenneihe，zhelijianghaobeidougushi、chuanchenghangtianjingshen、ningjufenjinliliang。
jianghaobeidougushi，caliang“mugang”pinpai。beidouchenggongzuwangdebeihou，shiyidaidaihangtiangongzuozhejiexufendou、pinbofengxiandesuoying。zhexiegushishiquzhibujinyongzhibujiedejingshenfukuang。yaofahuihaoxichangweixingfashezhongxinchuangxinqudongzuoyong，ranghangtiangushi、hangtianwenhua、hangtianjingshenzouchuzhanguan、zoujinbaixingjia，buduanzengqiang“beidoumugang”wenhuachuanbodeguangduheshendu，tishengtesepinpaidezhidihechengse。
hongyanghangtianjingshen，houzhihongsejiyin。zhanzaixinqidian，hongyanghangtianjingshenshichuanchenghongsejiyin、shizhihangtianbaoguodezhengzhiyaoqiu；tashangxinzhengcheng，hongyanghangtianjingshenshifazhanhangtianshiye、jianshehangtianqiangguodeshimingxuanyan；jiangongxinshidai，hongyanghangtianjingshenshixuanyangminzujingshen、hongyangshehuizhuyihexinjiazhiguandeyoulijucuo。yaocaiquhangtiansizhengke、kepujinxiaoyuandengfangshi，dalichuanbohangtianshengyin、chuandihangtianmengxiang、houzhihangtianjiyin，ranghangtianjingshenzaigengduonianqingrenxinzhongzhagenfaya、kaihuajieguo。
fahuishiyeyoushi，ningjufenjinliliang。hangtianfashejuguoguanzhu、jushizhumu，hangtianshiyezidaiguanghuan、zidailiuliang。xichangweixingfashezhongxinshiguangdaqingnianchengchangchengcaidewotu、jiangongliyedewutai。zhangrunhongshinianmoyijian，zaibeidourenwuzhongchenggongyuanmeng，chengchangweizhongguohangtianfashezhendishouweinvxing01zhihuiyuan；“qinghuaxueba”yuxinchenzhagenshangou10yuzai，yong90houdedandangchenggongtuojuhuojianshangbaicitengfei……yidapiqingniankejirencaiconghangtianjingshenzhongjiqufenjinliliang，zijiaojiangrenshengguidaoduijieweixingguidao，jianggerenlixiangrongruhangtianmengxiang，jiangshiyetengfeirongruhuojiantengfei，rangqingchunzaihaohantaikongzhanfangchuxuanlizhihua。
■huxu劼zhuleijiefangjunbaojizhewanglingshuo
yanzhechuanxidaliangshanxiaguzhongwanyandegongluxiangqian，zaijulixichangweixingfashezhongxinfashetajiazhixianjuliyue3gonglidedifang，zuoluozheyigeyizucunluo。
meidangfasherenwulinjin，laizisimianbafangdeyoukefenfenyongjinzhegexiaoxiaodecunluo。cuntoubudadechangpingbianderenshanrenhai。
jinnianlai，bansuizhexichangweixingfashezhongxinderixinyueyi，xiaocunzhuangyefashengzhejubian：yuanbendiaipojiudeminfangzhujianxiaoshi，yipianganjingzhengjie、youyashishangdeminxiuyuanluobadierqi……
2020nian，zhelihaishiyigechuantongcunluo，cunmindaduowunonghuowaichuwugong。bishi，budingqiyouhenduoyoukemu“beidoumugang”zhiming，laidaoxiaoshancun。nashijincundedaoluquanshitulu，kengkengwawa。
xichangweixingfashezhongxinshijushiwenmingde“beidoumugang”，wushuguorenxinshengxiangwang，qianlai“zhuixing”。yushi，xichangweixingfashezhongxinxiangxiangguanbumenjianyi，jiangzhegexiangmumingmingwei“beidoucun”，xiwangbahangtianwenlvchanyezuodazuoqiang，jinerbangzhugengduolaobaixingzhifu。
bansuizhe“beidoumugang”dekuayuefazhan，xichanghangtianchengdemeiyuduyuelaiyuegao，“beidoucun”laobaixingdeshourulaiyuanyeyuelaiyueguang，xingfuzhishuyuelaiyuegao。
jizhezhanzai“beidoucun”xiangyuanchutiaowang：fashechangdetajiayilanwuyu，“xichangweixingfashezhongxin”8geziqingxidiyingruyanlian。zengjing，shangbaicihuojianfasheshengkongdeweiyan，zhaolianglezhegecunluo。erjin，bei“beidoumugang”zhaoliangdebujinshizhegexiaoxiaocunluo。
zaixichangweixingfashezhongxindedalizhichixia，xichangshijianliwoguoxinandiqushougehangtianzhutigongyuan，xiyinlezhongduoyoukeqianlaiguanguang。ciwai，hangtianyingshijidi、hangtiankepujidi、hangtianyanxuejididengxiangmutuijinderuhuorutu，dameiliangshanriyibianchenghangtiangaokejiguanguangyushengtaidujialvyoushengdi。
“womenderizijiuxianghuojianyiyang，yuefeiyuegao。”cunminejiazuhaxinxinmanmandishuo。
diyibu，jianshebeidouyihaoxitong（beidouweixingdaohangshiyanxitong）。1994nian，qidongbeidouyihaoxitonggongchengjianshe；2000nian，fashe2kediqiujingzhiguidaoweixing，jianchengbeidouyihaoxitongbingtourushiyong。
dierbu，jianshebeidouerhaoxitong。2004nian，qidongbeidouerhaoxitonggongchengjianshe；2012nianjianchengbeidouerhaoxitong，mianxiangyataidiqutigongwuyuandingweifuwu。
disanbu，jianshebeidouquanqiuxitong。2009nian，qidongbeidouquanqiuxitongjianshe；2020nian，beidousanhaoxitongzhengshijianchengkaitong，weiquanqiuyonghutigongweixingdaohangfuwu。
muqian，beidouxitongzaiguiweixinggong46ke，baokuobeidouerhao15ke，beidousanhao31ke。beidousanhaoquanqiuweixingdaohangxitongyouMEOweixing（diqiuzhongyuanguidaoweixing）、IGSOweixing（qingxiediqiutongbuguidaoweixing）heGEOweixing（diqiujingzhiguidaoweixing）sanzhongbutongguidaodeweixingzucheng。GEOweixingzhandegao、fugaiguang，anjingdizhushouzaiwomenshangfang3.6wangonglidetianjiang，tamendeshimingshiweibeidoudaohangxitongdejishuzhibiaotishengtigongzengqiangfuwu。
zainonglinmuyuxingye，jiyubeidouxitongdenongjizidongjiashixitongchaoguo10wantai；beidoulinyezongheyingyongfuwupingtaiguanlichao10wantaizhongduan；anzhuangbeidouchuanzaizhongduandeyuchuanchao10wantiao，jidatigaolezuoyeguanlixiaolv，tishenglenonglinmuyuyeanquanguanlishuiping。
2022nian，guoneizhichibeidouxitongdexinruwangzhinengshoujichuhuolianggongji2.6yibu；jiezhi2023nian1yue，guoneizhimingditutiaoyongdebeidouweixingridingweiliangyichaoguo3000yici。jiyubeidoudeshoujizhongduan，jiangbaoguopaisonglujingjingquedaoloudong、danyuan，zhunquelvjiejin99%。
（xiangguanshujulaizi《xinshidaidezhongguobeidou》baipishuji2023nian4yuefabude《beidouweixingdaohangxitongjiansheyufazhan》baogaodengsongmeiyang、chenxinzhengli）
ら近期标普500在科技股的推动下持续上涨，普遍认为围绕ChatGPT概念的人工智能浪潮是投资者看涨科技股的主要动力。与之相反的是，美国通胀回落、大宗商品价格下降以及全球经济衰退的背景下，标普500原材料指数代表的周期板块持续回落。
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另据《华尔街日报》报道，随着俄罗斯的优先事项因战争和西方制裁而转移，一些分析人士表示，“欧佩克+”实际上已不存在，沙特作为仅次于美国的世界第二大产油国，基本上在按自己意愿行事。布朗大学政治学教授杰夫·柯尔根（JeffColgan）称：“我们又回到了由欧佩克主导的旧世界，大多数重要的决定完全在利雅得，而不是在维也纳做出。”○Оοo靓￡仔oοОo泡(也)【ye】(就)【jiu】(是)【shi】(说)【shuo】(，)【，】(如)【ru】(果)【guo】(青)【qing】(蜂)【feng】(侠)【xia】(引)【yin】(用)【yong】(已)【yi】(公)【gong】(开)【kai】(发)【fa】(表)【biao】(的)【de】(姜)【jiang】(某)【mou】(凡)【fan】(忏)【chan】(悔)【hui】(视)【shi】(频)【pin】(，)【，】(系)【xi】(新)【xin】(闻)【wen】(报)【bao】(道)【dao】(需)【xu】(要)【yao】(，)【，】(且)【qie】(使)【shi】(用)【yong】(、)【、】(公)【gong】(开)【kai】(姜)【jiang】(某)【mou】(凡)【fan】(的)【de】(肖)【xiao】(像)【xiang】(不)【bu】(可)【ke】(避)【bi】(免)【mian】(，)【，】(那)【na】(么)【me】(就)【jiu】(可)【ke】(以)【yi】(不)【bu】(经)【jing】(肖)【xiao】(像)【xiang】(权)【quan】(人)【ren】(同)【tong】(意)【yi】(。)【。】(反)【fan】(之)【zhi】(，)【，】(如)【ru】(果)【guo】(非)【fei】(新)【xin】(闻)【wen】(报)【bao】(道)【dao】(需)【xu】(要)【yao】(，)【，】(非)【fei】(不)【bu】(可)【ke】(避)【bi】(免)【mian】(，)【，】(则)【ze】(应)【ying】(当)【dang】(经)【jing】(过)【guo】(肖)【xiao】(像)【xiang】(权)【quan】(人)【ren】(同)【tong】(意)【yi】(。)【。】
上述这些个股，既有消费赛道，也有新能源赛道，还有医药等，都是此前严重超跌的。今天，他们集体放量，在Z哥看来，很可能就是今日大举净买入的北向资金在抄底。
sudanwuzhuangbuduifayanrenzaiyifenshengmingzhongshuo：“wuzhuangbuduixuanbuduixieyidechengnuo，bingxiwangkuaisuzhiyuanbuduixinshouchengnuo。”
sudanwuzhuangbuduihekuaisuzhiyuanbudui20riwanzaishateelabogangkouchengshijidaqianshuxieyi，tongyiduanqitinghuobingjiurendaozhuyixingdongzuochuanpai。gaixieyizaishatedengguowoxuanxiadacheng，tinghuoqixian7tian，jiangyudangdishijian22riwanshengxiao。
genjugaixieyi，shuangfangyingquebaoqizhihuihekongzhixiadesuoyoubuduizairenheshihoudouquanmianzunshougaixieyi。shuangfangyingbaozhengpingminzaiquanguogedixingdongziyou，bimianrenheweifanguojirenquanfalvdexingwei。shuangfangtongyiweirendaozhuyiyuanzhuwuzideyunsonghefenfatigongbianli。
elaboguojialianmeng21rizaiyifenshengmingzhongshuo，huanyingsudanchongtushuangfangdachengdeduanqitinghuoxieyiheyouguanrendaozhuyianpai，zhejiangyouzhuyujinjirendaozhuyiyuanzhudetigong。emengmishuchangebu·gaiteqiangtiao，chongtushuangfangbixuquanmianzhixingxieyi。
jushatetongxunshebaodao，haiwanelaboguojiahezuoweiyuanhuimishuchangjiaximu21riyeduitinghuoxieyibiaoshihuanying。
aijiwaijiaobutongriyefabiaoshengmingshuo，aijihuanyingsudandeduanqitinghuoxieyi，xiwangtinghuoqimanhounenggouyanchang，yizuizhongdachengquanmianhekechixudetinghuoxieyi。
genjusudanyishengweiyuanhuizuixinshuju，4yue15ribaofadesudanwuzhuangchongtuqijinyizaochengyue850mingpingminsiwang，shuqianrenshoushang。（canyujizhe：chenmengyang、lirui、wangyan）
龙※吻▲∧∞∧Ж阿梁Θo○朋友o○←①≯烟火≠≤C&c☆乐园≥整体来看，5月就业数据韧性强于预期，数据发布后联储的紧缩预期再度小幅增强，美元指数和美债利率均出现小幅拉升；美股则小幅反弹主要源于盈利预期增强。当前市场定价的加息路径是6月暂停加息，7月加息25BP（截至报告时，CME利率期货定价6月不加息概率72.5%，但加息25BP的概率在就业数据发布后有所回升；7月加息25BP的概率49.0%，数据发布后概率有所提升）。
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本周北向资金减仓股数前十个股
5yue25ri，→ 据国际投行瑞信报告，2023年中国将有大约100款新能源汽车上市，比2022年的70款增长超过40%。大可断言，国内新能源汽车市场还将进一步内卷。而特斯拉通过下调价格等举措，对国内新势力的压力日甚一日。
该机构还提到过去15年来美国治理的“持续恶化”，政治两极分化加剧，围绕提高政府借款上限的边缘政策反复出现，财政赤字和债务不断上升。≮爱过伤过悔过哭过≯ぷ￠◎ㄨ○搞基的(@)【@】(微)【wei】(博)【bo】(E)【E】(T)【T】(F)【F】(发)【fa】(现)【xian】(，)【，】(按)【an】(照)【zhao】(跟)【gen】(踪)【zong】(标)【biao】(的)【de】(来)【lai】(看)【kan】(，)【，】(创)【chuang】(业)【ye】(板)【ban】(相)【xiang】(关)【guan】(E)【E】(T)【T】(F)【F】(分)【fen】(为)【wei】(三)【san】(类)【lei】(：)【：】
（来源：王子久）
