半导体板块在鹰派8月就业数据中幸存：接下来看CPI（SP500）
· seekingalpha.com
尽管就业报告偏鹰派，人工智能和半导体股票仍上涨；但市场仍需消化9月11日发布的8月CPI报告。了解更多。
Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while th...