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理智分析的牛
沃伦或掌参议院银行委员会，是Galaxy评估里我最在意的细节。先想最坏情况：如果两院易手，可能监督收紧，立法却卡住。
我判断，靠政策兑现撑起的预期更脆弱：一是立法等待期难估，二是监管仍能依法推进，法案不动不代表规则不变。
我的风控习惯是先写清单笔能承受的亏损，不随新闻放宽边界。这类政策不确定期，大家单笔一般给自己设多少止损？
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