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六月雪
芯片先喘气，BTC却在7.5万旁边装死。费半一根大阳把风险偏好救回来，AI链、设备股集体回血，结果加密这边只跟着抖了下眉毛——BTC贴着7.5万横磨，ETH在2100上方挣扎，ETF还在往外吐钱。
典型的“情绪先醒，资金没跟”。半导体反弹像试探，BTC没过8万前都算空头回补；ETH更怂，2400站不回别谈反转。
抄底可以慢半拍，别把轧空当趋势。等CPI落地、ETF回流，再决定要不要跟这波科技修复。
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