妈妈咪呀年尾，不是鱼尾_我的网站
一 | 本篇评级为★★★，主要围绕以下内容展开：
1、交接棒行情继续，科技会弱反弹吗？
2、新机会继续扩散，现在走到哪里了
如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 (ECNS)-- China’s imports rose 22% year on year in the first seven months of 2026, outpacing export growth by 8 percentage points, according to data from the General Administration of Customs. The strong growth highlights China’s expanding role as a major global consumer market alongside its long-standing position as the “world’s factory.” In the first half of the year, industrial raw materials and components were among the main drivers of import growth. Imports of metal ores rose 22.6%, while imports of electronic components jumped 45.6%, supporting China’s high-end manufacturing sector and industrial supply chains. Consumer goods also recorded robust growth, with imports of edible oils and aquatic products increasing 19.2% and 24.1%, respectively. Market-opening measures have provided further momentum. Following the introduction of zero-tariff treatment for 53 African countries on May 1, China’s imports from Africa rose 23.5% over the following two months. China has now granted zero-tariff treatment to 63 countries, while its overall tariff level has fallen to 7.3%. As the largest export market for nearly 80 countries, China has remained the world’s second-largest import market for 17 consecutive years. (By Helen Mo, intern Lin Qiaochu)
二 | 一起看看行情走到哪一步，以及在新机会里该挖哪些重点。 先看科技赛道。三季度它光芒万丈，进入最后两个月却抛压沉重。今早人工智能、芯片等细分一度深度回调，午后跌幅虽收窄，仍在全市场垫底。短期怎么看？今晚到明天，它可能随美股小幅反弹，但拉长到两个月，A股科技板块或难有太多“存在感”。 为何说美股科技短线或有反弹？——前期回调重要诱因是“资金压力”，而资金压力又跟联邦政府停摆有关。
三 | 政府没法复工，联邦资金积压在账上发不出去，紧张情绪传导至资本市场。如今两党有望妥协：共和党不再坚持恢复“平价医疗法案”，而是提出给低收入人群发“只能买医疗服务”的现金补贴；民主党态度亦松动，市场预计停摆解决“指日可待”，紧张情绪缓解，美股科技可暂喘口气。 Current article:http://x2f.shuazhepenxingshuaisenqienai.buzz/news/20260826_52732.html Published on:19:13:52 |
。
新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。
（文稿为机器转录，如有出入，请以音频为准）
每天10分钟拆解新闻背后的逻辑。大家好，今天是2025年的11月10号星期一，我是董小姐。
1、交接棒行情继续，科技会弱反弹吗？
今天市场延续“新老交接”格局——也就是常说的交接棒行情。
