10/20/2025
接下来的一周，将是影响行情方向的关键窗口期
从目前来看，市场的焦点将集中在以下几个方向：
🔹经济数据恢复发布：虽然政府仍在关门，但部分机构已计划恢复关键数据的发布，下周五的CPI与PMI将是重头戏，这两个指标将直接影响美联储10月会议的政策判断，一旦通胀回落超预期，降息预期可能进一步强化
🔹财报季高峰来袭：从周二开始，大型科技与制造业巨头——Netflix、特斯拉、英特尔、IBM、可口可乐、霍尼韦尔等——将集中公布业绩，AI与消费板块的表现，将决定市场的主线能否延续
正股HIMS 又到了建仓价格 可以分批建仓
周末夜晚和朋友一起交流探讨美股市场，小酌一杯
The coming week will be a critical window for influencing market trends.
From the current perspective, the market's focus will be on the following areas:
🔹Economic data releases have resumed: Although the government shutdown remains in effect, some institutions have planned to resume releasing key data. Next Friday's CPI and PMI will be key figures. These two indicators will directly influence the Fed's policy decisions at its October meeting. If inflation falls beyond expectations, expectations of a rate cut may further strengthen.
🔹Earnings season is peaking: Starting Tuesday, major tech and manufacturing giants—Netflix, Tesla, Intel, IBM, Coca-Cola, Honeywell, and others—will release their results. The performance of the AI and consumer sectors will determine whether the market's main trend can continue.
HIMS, the underlying stock, has reached its entry point again; consider building a position in batches.
Spend a weekend evening discussing the US stock market with friends and enjoying a drink
