Followin 华语 - 热点风向标🫡 @followin_io_zh · 04 Sep 2026
非农数据“大爆热”，美股三大指数低开，存储、光通信等AI概念却逆势大涨，闪迪涨超5%，美光涨超3%，海力士涨超3%，COHR涨6%，英伟达涨2.5%。背后的逻辑是什么？ 非农数据公布后，美联储9月加息概率从50%直接升至60%+。非农越强，美股越担心加息，资金却继续买存储和光通信。 https://t.co/0AvpRT0iug
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