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亿的亿点点
非农超预期走强，市场定价逻辑发生明显转向。强劲就业数据意味着劳动力市场韧性充足，降息时间表被迫后移，美债收益率、美元同步上行，全球风险资产估值承压。加密市场作为高弹性风险资产，自然难以独善其身。
弱势阶段最忌讳急于抄底猜底，底部从来不是一个价格点位，而是资金持续承接、抛压逐步衰竭的过程。长线现货维持原有定投框架，不因为短期利空打乱长期布局，合约端收缩杠杆、降低交易频率，规避震荡反复带来的磨损。
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