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木头姐888
今天全网都在盯着英伟达那点事,但真正左右盘面节奏的,还是原油在往下走。
油价只要稳着往下压,能源通胀压力就缓,CPI、PCE这些关键数据也会好看,加息预期自然降温,甚至对特朗普支持率都有边际帮助。
之前市场下跌最大的前提就是通胀和加息悬着,现在这个逻辑一旦松动,其他杂音就没那么重要了。
别被短线噪音带偏,原油才是这轮资产的锚。油一落,风险偏好就有修复空间。#美股暴跌后科技股反弹,纳指周线仍跌约3.4% $BTC $ETH $SNDK
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