
一 | 本篇评级为★★★,主要围绕以下内容展开: 1、宏观数据有压力,市场表现无意外 2、年底资金面扰动增多,保持耐心等风来 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。 Ohio residents this week began voting on a constitutional amendment whose fate will ultimately determine abortion access in the state.Voters are considering two ballot initiatives; ballots began being accepted on Wednesday and go through Election Day on Nov. 7.The two measures are: Issue 1, the amendment that if approved would add abortion rights to the state constitution; and Issue 2, which would legalize recreational marijuana.The proposed abortion amendment would establish an "individual right to one's own reproductive medical treatment including but not limited to abortion" and then creates legal protections for those individuals, among other guarantees like for contraception and fertility treatment.The marijuana measure, if passed, would make Ohio the 24th state to legalize cannabis and would allow adults 21 years and older to buy and possess up to 2.5 ounces of flower and 15 grams of extract.In August, Ohio voters resoundingly rejected a contentious, Republican-backed ballot measure that would have raised the threshold for future changes to the state constitution -- an effort that would have specifically made it more difficult for the abortion amendment to pass.When the U.S. Supreme Court struck down its previous Roe v. Wade ruling, in 2022, the justices returned the question of abortion access to individual states. Since then, while some states have largely ceased abortion access, others have taken up ballot measures that put the question before voters. In those cases -- in both red and blue states so far -- voters have rejected the potential for abortion restrictions and bans or elected to expand access.On Sept. 27, the Ohio Supreme Court started hearing arguments about the state's six-week abortion ban, which was previously put on hold by a lower court.The success or failure of the abortion ballot measure could render that case moot, if state voters add abortion access to their constitution.Both sides have built up mobilization efforts over the past few weeks -- knocking on doors, canvassing and hosting rallies across the state."Whether you're pro-life or pro-choice, Issue 1 just goes too far," Ohio Gov. Mike DeWine, a Republican, said at a recent event at the Ohio GOP's headquarters.Ohio Democrats claimed last week to have been inching toward 100,000 doors knocked and more than 100,000 calls made in the time since their win in the August special election."We're not leaving anything behind as we work to protect women's rights to choose and prevent Ohio's extreme abortion ban from taking effect," Ohio Democratic Chairwoman Elizabeth Walters said during a recent press briefing.There's also been significant financial investment in the race. According to numbers from AdImpact released last week, $12.3 million had been spent or reserved in advertising around the abortion ballot measure, with anti-amendment groups outspending amendment supporters by about $1.6 million.

二 | 1、宏观数据有压力,市场表现无意外 今天国内市场再次表现不稳,出现明显回踩,这一点并不意外。我们前两天也提到,进入12月份是一个“多事之秋”,波动可能加剧,甚至不排除出现回踩。尤其是在两个重要政策会议召开之后,市场存在一定的预期差,需要向下消化。今天国家统计局发布的一系列宏观经济数据,也进一步加剧了12月份的“阵痛”。 首先来看房价。11月份房价仍未企稳,跌幅还在继续。

三 | 一线城市二手房销售价格环比下降1.1%,如果环比持续累加,年化跌幅已超过10%,甚至接近15%,心理压力巨大。

四 | 而且这一跌幅比10月份还扩大了0.2个百分点,说明房价暂未止跌,也一定程度影响了其他数据。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会,在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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