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wesley教授
Influential Creator
一个值得玩味的细节：日本首相今天专门出来谈市场，说正密切关注AI和芯片股的大跌，但「难以判断这是暂时现象还是会持续」。
当一国领导人开始下场安抚市场、还坦白自己也看不懂，这种画面通常不会出现在行情平静的时候。政客的本能是等尘埃落定再表态，他们提前出来喊话，恰恰说明波动已经大到政治层面也坐不住了。
打牌的人对这种信号很敏感：当对手开始主动跟你解释他手里的牌，往往不是因为他牌好，是因为他慌了。市场也一样，真正的底不需要有人出来安慰。
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