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HongKong Doll_Crypto
#伊朗授权政府谈判，霍尔木兹重开能否提速？ 计票进程里，存储资金已经先行离场？
SNDK 录得 6.34% 的回撤，高位 AI 存储赛道的筹码在向外转移，资金在提前定价选举带来的监管变数。前期持续推升板块的头寸，正在逐步兑现浮盈。
聪明钱在回避这条链上的不确定性，民主党若拿到众议院，科技审查与 AI 监管的约束会重新改写估值标尺。选举结果没有落定前，资金不会贸然接回。
打开持仓清单，核对科技赛道头寸的止损位置，不要赌单一选举结果。
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