09月02日｜三市复盘：风险偏好先降后修复

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九月二日，A股与港股先在亚洲时段承压，A股成长方向跌幅更深，港股指数相对抗跌。两地收盘后，美股在油价和长端利率没有继续上冲的背景下转为修复，戴尔与英伟达带动AI硬件走强，但软件仍弱。唯一主线是风险偏好在时差中先降后修复；下一交易日要验证这次修复能否跨市场延续。

Episode metadata supplied by the publisher feed · Published Sep 2, 2026

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09月02日｜三市复盘：风险偏好先降后修复

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