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豆子zz
#美伊讨论霍尔木兹开放方案，油价回落
目前中东原油这种盘面，明面上是在复航，底下却是相反的逻辑。
并且高油价直接推升通胀和加息预期，最后压制得整个风险资产上不去，导致流动性减弱，让资金根本不敢做空原油。
只要运油的成本降不下来，油价的高溢价就被死死焊住了，美国的通胀预期就压不住，美联储转鸽的空间会被压缩，美债收益率、美元就会保持强势。
$ETH $BTC $ZEC #本周将公布10月FOMC利率决议 #SK海力士Q3财报在即，HBM4能否提振盈利？
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