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仓位守衡
隔夜那波清算够狠，全市场8.55亿美元，多头扛了九成，$BTC 扎到73,708，又给拉回75,000上方。价格看着没崩，但资金费率低到可以忽略，多空比58比42，两边都在看，没人真敢押。现货ETF上周净流出12.8亿，周五单日就跑了4.1亿，买盘是真不在。
A股半日1.02万亿，比上周五缩了1,126亿，煤炭、通信、机器人轮着拉，宇树科技涨8.7%，但量跟不上，追高容易吃面。
美股费半反弹4.2%、AMD涨11%，可全周费半跌了12%，标普成分股只有37%上涨，反弹没扩散开。
$ETH 比大饼还软，费率一度趴地板，Solana入沪的广告直接被央行
叫停，监管缝都没留。75,700那条短期持有成本线站不回去，就还是反抽，不是反转。
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
