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沈盈
不加息只是拆除了一个隐形炸弹，并非派发红包。
市场真正需要警惕的，是降息预期的退潮。2027年维持利率按兵不动的概率，已经悄然压过了降息的期待——高利率将在高位赖得更久。
往后看，别再死磕加不加息这种旧剧本了。真正的战场早已转移——紧盯油价波动、通胀粘性、资金流向、美元强弱以及实际利率的走向，这才是接下来主导行情走向的核心主线。$BTC $ETH #美联储维持利率不变，12月加息分歧升温
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