qinbafrank @qinbafrank · 03 Sep 2026
9月最重要的两个数据前瞻：非农弱但cpi可能不弱。昨晚ADP小非农数据低于预期，市场信心提振了一些。如周一晚上跟168X交流时https://t.co/bIjSMO51sU聊到的：劳动力市场大概率继续走弱，市场预期8月新增就业5万人，周五公布的实际大概率低于预期，这对短期信心是提振。 https://t.co/PxS6yBQg4M
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