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@染染
#美国10月非农超预期，12月加息押注升温
非农落地，市场期盼降息的幻想直接被打破。
就业、薪资数据双双超预期，劳动力市场韧性十足，市场上调12月加息押注，美债收益率、美元同步走强。
就业火热，美联储没有快速放水的动力，高利率维持时间拉长，美股成长股估值承压，此前的反弹仅仅是空头回补，并不是趋势反转。
这条宏观线也传导到风险资产：利率预期抬升，杠杆成本抬升，叠加BTC现货ETF持续流出，机构偏谨慎，盘面很难走出持续性大涨。
接下来核心看CPI通胀数据，这才是美联储决策关键。现阶段全是预期博弈，波动会持续放大，看到反弹切忌重仓追高，管好仓位，等待宏观方向明朗。$BTC
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