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元启一姐
🇺🇸 美国10月NAHB房产市场指数跌至29，低于预期32及前值32，创2012年以来新低。
细分：当前销售33（-2），预期32（-5），客流18（-5）。43%建筑商本月降价，占比创2020年以来新高，平均降幅6%。
数据偏鸽，对加息预期有降温作用，但市场反应不大——住房疲弱已被充分定价，注意力仍在AI与财政端。
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1#BTC fell below $75,000 before the US October CPI release
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