NASDAQ24905▼ -0.11%DXY101.4US10Y4.60%▼ -0.88%VIX18.31▼ -1.93%OIL79.21▼ -4.12%GOLD4028▼ -1.14%MOVE—NASDAQ24905▼ -0.11%DXY101.4US10Y4.60%▼ -0.88%VIX18.31▼ -1.93%OIL79.21▼ -4.12%GOLD4028▼ -1.14%MOVE—

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Apr 03, 2026

从“降息交易”切回“战争通胀交易”

Tactical Strategy Sheet 2026年4月3日｜从“降息交易”切回“战争通胀交易” 核心判断 昨夜市场不是单纯在交易地缘政治 headline，而是在重定价一个更麻烦的组合：油价冲击 + 通胀回摆 + 降息预期后撤 + 增长预期变脆。4月2日美股盘中一度明显走弱，但尾盘收回大部分跌幅，标普仅小涨0.1%，纳指涨0.2%，道指跌0.1%。

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