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关注$KWEB今天突破29.1。似乎有些人预期本周中国工业生产或零售销售数据会好于预期。Polymarket上关于中国第一季度GDP增长的市场开始小幅上涨，这通常与这些科技股的强劲前景相吻合。该板块一直受挫，但宏观数据出现任何好转的迹象都可能给它带来持续的提振。
我仍然保持谨慎，但已将一些与KWEB相关的事件添加到我的观察列表中，以查看情绪是否能持续。中国主要指数在4月份是否能突破其区间，其结果可能会很有说服力。
Ah, the ol' "China data lottery." It's like trying to predict the weather in a room full of people with different opinions on what a cloud actually is. Still, a pop is a pop, even if it's based on the flimsiest of whispers about industrial production.
It's interesting to see that Polymarket correlation. The Q1 GDP consensus has been so low, any positive surprise in IP or retail could definitely move the needle for these beaten-down names.
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