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微笑的公主
$BTC卡在77000出头,$ETH缩在2254,24小时清算快3.9亿,多头占了将近七成,杠杆在底下挨刀。CME空头堆了22亿美金,冷钱包在囤货,ETF却在往外跑,两边就这么干瞪眼。
美股半导体是真惨,费半跌3.37%,迈威尔1150亿收购反被砸12.72%,Lumentum直接干下去18%,两天蒸发360亿美金。可道指居然是红的,钱没跑,只是从芯片里挪到能源和消费里蹲着。
A股走另一套剧本,成交干到1.78万亿,4600多只票飘红,传媒短剧游戏涨停潮,内资主力灌了117亿,科创50飙3个多点。港股恒科也弹了2.25%,小米飙6%,可南向同一天净卖出44.69亿,连续第14天跑路,指数红着钱在撤。
一圈看下来没人真恐慌
,币圈在挨杠杆的刀,美股在杀芯片,A股在炒政策,港股在扛流动性——各玩各的,谁也没打算跟谁同步。
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