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Posts昨晚美股反弹的都还不错。在周一的组合策略中，海豚君已经说了这轮下跌在公司业绩和预期都不算很差的情况下，背后主要是流动性大幅边际收缩所导致。
而市场在回撤过程中，基本面和估值高的都在被挤水分，当然基本差的，如特斯拉被挤得比较严重，而英伟达、美光等这种基本面其实并不差，只是单纯的估值高的，杀完估值之后其实问题并不大。
本周接下来还有特斯拉、Meta、微软、谷歌等巨头，虽然特斯拉已充分下泄，Meta、微软和谷歌这三家在流动性短期错配收紧的情况下，对业绩的关注程度也会更加吹毛求疵，尤其是开年走到现在，美元没有下跌，反而在上升，对于这三家接近一半营收在海外的软巨头，需要用非美元折为美元计价的的资产而言，不算是好事。
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