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Farkhn
*地缘缓和信号：* WTI破101、布油破110，BTC回7.8万反弹，关注川普选前是否推和谈。空袭利多有限，地面战风险大，缓和则利好风险资产。
*操作：* 油空持4个月续拿，选后若失控减仓；谷歌280多单持有，冲突升级就撤，等APEC。
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