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阿sir爱大饼（Sol定投号）
近期多资产齐跌，主因风险偏好骤降。美股因AI支出回报疑虑（亚马逊英特尔财报）纳指单日跌近3%；加密受币安约63亿黑客冲击，清算超15亿；金银因强数据加息预期上升及被迫抛售；房产则是高利率下成交萎缩，非全面崩盘。
高杠杆科技和山寨币或继续承压。相对有机会的是现金、短期美债及能源相关资产。真正有价值的东西长期会修复。
#美联储官员释放加息信号，12月预期仍存分歧 $BTC
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