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甩币圈一条街
油价回落只是开头，别把预期当现实
压着市场的三座大山没变：通胀高、利率高、美债越滚越大。现在第一座终于透出一点松动希望——布油跌到93美元附近，特朗普暂缓扩大对伊朗打击，卡塔尔推动谈判，此前因担心战争升级而堆上去的油价正往回吐。
但别急着乐观：封锁没解除，停战没谈成，市场只是先交易了乐观预期。从油价下跌到降息、再到资金真正变宽松，中间还有不短的距离。
所以仓位继续放在半仓附近，仓位管理比预测行情更重要。$BTC 仍看7—8万美元区间震荡。
$BTC #美股三大指数集体上涨，标普500创7个月最大单日涨幅
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