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wesley教授
Influential Creator
盯币的今早抬头看一眼韩股:三星盘前跌 6%,SK 海力士跌 7%,隔夜美股存储概念集体杀跌。有意思的是,前几天美光 CEO 还在到处喊锁定了一千五百亿美元长期订单、明后年比今年还紧。订单的故事讲得震天响,股价一天就能给你杀回来。这就是我常跟拿杠杆的人说的话:叙事和价格背离的时候,先信价格。AI 硬件这条链一旦开始分化,风险偏好退潮会第一时间传导到 $BTC 这种高 beta 的池子里。别等它砸到你脸上才反应。
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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
