周一周二就号召熊弟们上手了。 https://bbs.wenxuecity.com/finance/6557766.html
我觉得真正暴跌会在1月底也就是川总上任后开始。
玄学角度来说，川总跟熔断有缘分。
客观角度来说，下一个财报密集期来了。Due to the downward revisions to earnings estimates by analysts and the negative EPS guidance issued by companies, the estimated (year-over-year) earnings growth rate for Q4 2024 is lower today relative to the start of the fourth quarter. As of today, the S&P 500 is expected to report (year-over-year) earnings growth of 11.8%, compared to the estimated (year-over-year) earnings growth rate of 14.6% on September 30. 其实之前已经price in的是超过15%的增长。
问题是，市场预期进入25年的几乎每个季度都是14%以上的增长，并且已经price in。
有意思的是，不知道是不是巧合，factset居然在上周末改版了，不公布后面几个季度的增长预期了。难道是牛皮吹到了吹不下去，以此收场了？
