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八百里青禾
八百里青禾
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$AMZN 财报导致的下跌, 拖累了$BTC 以$ETH 凌晨4点,亚马逊的财报导致大跌,并拖累纳指下泻。 AI资本开支担忧重新抬头 。 BTC、ETH作为高beta资产跟着被抛售。 这不是单一利空砸出来的: 宏观偏紧 、 美股风险资产走弱 、 加密内部资金面恶化, 共同掀起这波下跌高潮。 比特币跌破7.9万-8万美元附近, 以太坊跌破2300美元, 带动全市场多头杠杆集中爆仓。 但是 对于个别品种来说, 倒是择机适当低入的时候到了。
八百里青禾
八百里青禾
Yesterday $GOOGL Tonight $AMZN. Google after-hours once dropped more than 10%, reaching a low near $287, closing around $292, dropping more than $30 straight from $325. Will Amazon tonight also have a big plunge like Google did yesterday? To be blunt: Most likely Amazon will also have a big plunge today. The two companies face very similar problems: 1) The money printing machine has slowed down, below expectations; 2) Free cash flow issues; 3) Both are working on AI, burning money, capital expenditures have to double. The data shouldn’t look bad, but the market isn’t buying it. Can only envy $SKHY Hynix. Just saying, don’t take it seriously.
Amazon(AMZN)本季度财报会超预期吗?
607K vol
Yes 57%

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