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颜值糕（乞讨版）
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今晚CPI定生死，地缘与利率博弈白热化
隔夜美股连续第四个交易日收跌，PPI数据超预期反弹叠加中东局势扰动，油价冲高，美债收益率逼近5%关口，市场对9月加息的预期抬升至接近70% 。
盘前期货小幅震荡，道指、标普期货小幅翻红，纳指期货小幅走弱，成长股对利率变动更为敏感，资金情绪谨慎观望，静待今晚20:30 CPI数据落地。
盘面要点
1. 原油：地缘情绪快速切换
红海局势出现缓和信号，WTI原油日内大幅回落，跌破100美元关口，短期地缘溢价快速消退。但要注意，中东冲突反复性极强，油价随时存在再度反弹风险，能源通胀的隐患并未彻底解除。
2. 美债市场压力仍存
10年期美债收益率高位徘徊，逼近5%心理关口。即便油价回落，美国巨额财政赤字带来的国债供给压力，依旧压制债市，收益率居高不下，持续压制成长股估值。
3. 个股盘前表现
甲骨文财报利好，盘前大涨近7%；英伟达、美光等科技芯片股小幅走强；防御板块相对抗跌。科技股的行情，高度取决于今晚CPI结果，高估值成长板块最怕通胀超预期。
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