09月04日｜三市复盘：亚洲缩量，美股随后修复

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唯一主线是风险偏好随交易时区由观望转向修复：A股缩量企稳，港股科技下跌但南向资金继续承接；亚洲收盘后，美股因政策预期缓和与软件财报催化明显走强，但半导体并未同步。下一交易日重点验证亚洲市场能否放量、港股科技能否止跌，以及美国就业数据公布后美债收益率能否保持稳定。

Episode metadata supplied by the publisher feed · Published Sep 3, 2026

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09月04日｜三市复盘：亚洲缩量，美股随后修复

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