
Post

broshao
我看到这种反弹,先算的不是能涨多少,而是判断错了要扛什么。跌得多,不等于赔率好。
日报称,10月非农新增16.5万人,10年期美债收益率升至4.86%。我觉得加密市场的反弹还不够有说服力:利率压力没松,持币的机会成本就高。
我的推测是,如果收益率回落、ETF净流出收窄,反弹延续才更有希望。我会盯这两个条件,不把跌幅当安全垫。

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