$英特爾(INTC)$  

$英特爾(INTC)$  

I think the U.S. market this week will remain volatile but generally constructive. The weak August payrolls (just 22K jobs) and rising unemployment (4.3%) have largely priced in expectations for a September rate cut, which should support equities in the near term. However, manufacturing activity continues to contract (ISM 48.7), while services remain in expansion (ISM 52), highlighting a mixed economic picture. Valuations are elevated, with the S&P 500 trading around 22x forward earnings — high by historical standards — meaning any disappointment in earnings or corporate guidance could trigger a sharp pullback. I expect large-cap tech and AI-related names to remain market leaders, while cyclicals may lag behind. For short-term traders, buying dips and taking profits on rallies coul

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51.8

$盈富基金(02800)$