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币圈花木兰
MU和$ETH 都跌近7%，一个是科技周期，一个是加密仓位
MU24小时跌约6.8ETH跌约6.8%；四所交易所永续清算中，$ETH 多头被清算约1.516亿美元。MU的压力来自半导体板块估值和AI资本开支预期，$ETH 则叠加ETF与合约仓位。价格同步不代表驱动相同，观察各自资金流才有意义。
#美股AI板块走势分化：云服务商走强、数据中心股承压 #美国10月非农超预期，12月加息押注升温 #美股遭大幅抛售：费城半导体指数创2020年3月以来最大单日跌幅
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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
