🗒️ 复盘：如1月计划，2月主要目的减少回撤+等待机会，大盘基本在区间内反复。静待macro数据和fomc
🗒️ 展望：market seems looking for continuous +25bps till Q2 end, with expected rate of 5.5% the highest. Meanwhile, Treasury yield is much higher than S&P dividend yield. 在排除大的不可抗力下，下半年除了big tech，会着重关注成长股。既是山顶，也是谷底。
