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年尾，不是鱼尾_我的网站

一 |     本篇评级为★★★，主要围绕以下内容展开：          1、交接棒行情继续，科技会弱反弹吗？          2、新机会继续扩散，现在走到哪里了                    如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   （文稿为机器转录，如有出入，请以音频为准）          每天10分钟拆解新闻背后的逻辑。大家好，今天是2025年的11月10号星期一，我是董小姐。

二 |                    1、交接棒行情继续，科技会弱反弹吗？          今天市场延续“新老交接”格局——也就是常说的交接棒行情。一起看看行情走到哪一步，以及在新机会里该挖哪些重点。

三 |     BILLINGS, Mont. -- A Montana man has been sentenced to 18 months in federal prison for making repeated threatening and racist phone calls to a Billings church for two years after he went there seeking help and received a gift card from a Black employee, prosecutors said.Joshua Leon Hiestand, 41, was sentenced Friday, according to the U.S. Attorney’s Office in Montana. Hiestand pleaded guilty in June to making harassing telephone calls. A stalking charge was dismissed as part of the plea agreement.“When Hiestand, a white man, went to a Billings church looking for help, an elderly African American woman who worked there responded with kindness and assistance," U.S. Attorney Jesse Laslovich said in a statement. "In return and for nearly two years, Hiestand launched a barrage of harassing, hateful and racist calls and voicemails at her and the church. His racist conduct isn't just abhorrent, it is illegal.”Prosecutors alleged Hiestand went to the Presbyterian church in November 2020 seeking help. Five days later, the church received a voicemail in which someone, using a racially derogatory term, said he would give more money to the church if the church did not employ an African American. After three similar calls, the woman called Billings police.A detective called the number used to leave the messages and spoke to Hiestand, who admitted making the calls and apologized for his behavior, prosecutors said. He was told to have no further contact with the church. Three days later, he left a voicemail with the church in which he apologized, court records said.However, over the next 19 months Hiestand called and left a series of voicemails at the church that were at times threatening and racially hostile, prosecutors said. Investigators determined that after January 2021, Hiestand was placing the calls from outside the state of Montana.Hiestand was arrested in November 2022 in Indiana and has remained in custody since then.Hiestand’s public defender Gillian Gosch asked for a sentence of time served, arguing her client's actions were affected by his mental health issues, which have resulted in psychiatric hospitalizations and which appear to be worsened by his use of illegal substances.The Bureau of Prisons will decide whether Hiestand will receive credit for the 11 months he has already been in custody, officials said.Hiestand remained in custody in the Yellowstone County jail on Monday.。                   先看科技赛道。三季度它光芒万丈，进入最后两个月却抛压沉重。今早人工智能、芯片等细分一度深度回调，午后跌幅虽收窄，仍在全市场垫底。

四 | 短期怎么看？今晚到明天，它可能随美股小幅反弹，但拉长到两个月，A股科技板块或难有太多“存在感”。

五 |                    为何说美股科技短线或有反弹？——前期回调重要诱因是“资金压力”，而资金压力又跟联邦政府停摆有关。

六 | 政府没法复工，联邦资金积压在账上发不出去，紧张情绪传导至资本市场。如今两党有望妥协：共和党不再坚持恢复“平价医疗法案”，而是提出给低收入人群发“只能买医疗服务”的现金补贴；民主党态度亦松动，市场预计停摆解决“指日可待”，紧张情绪缓解，美股科技可暂喘口气。

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Published on:16:47:08