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web3-桐姥爷
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#美国中期选举在即,哪些结果值得关注?
$QQQ $BTC $OKB
冬令时首个交易日盘前,三大期货齐涨,纳指期货涨0.80%领跑,道指与标普500期货分别涨0.61%和0.54%。推力集中在芯片与存储板块:SK海力士盘前涨超4%,美光、台积电、AMD涨幅均在2%以上,英伟达涨约1.4%。但这不是孤立的风险偏好回升——油价同步大跌,WTI跌破100美元,美伊谈判进展卸去了部分通胀压力,才让风险资产获得喘息窗口。换句话说,盘前的“涨”更多是上周五科技股猛烈抛售后的一次条件性修复,而非新的看多逻辑被定价。
高开背后的脆弱性
脆弱性来自两个层面。其一,情绪并未真正修复:上周五标普500刚创下6月以来最大单日跌幅,VIX盘中触及4月以来最高,当前仍徘徊在19附近,单日波动率与月度对冲成本几乎持平,说明资金仍在为下行买单。其二,本周事件密度极高:中期选举明日落地,苹果财报今晚盘后登场,周五还有10月非农,而市场对12月加息的定价已升至约70%。在如此密集的信号落地前,开盘追高的资金天然缺乏持续加仓的意愿。ING策略师已直言,此次反弹幅度相对有限,“暂时不会将其解读为令人信服的逢低买入信号”。
Please save this post of mine, I predict that by the end of this year or the beginning of next year $ETH will reach 5000. Market corrections are normal; after a violent surge, there will be appropriate pullbacks. If your stance is not firm, you do not deserve to enjoy the final victory's rewards. Just wait for the outcome. #BTC突破80000美元,能否站稳新关口
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