现在的账户基本上靠着稀土和黄金支撑着,这两天完全没有做交易的欲望, 主要是市场没有明确的多空信号逻辑支撑,刚看了一眼美元指数走势,摇摇欲坠的奔着98去了,完全没有反弹的迹象。 比特币的多单也在浮亏中,本来是押注美联储点阵图2次的利好预期,现在看来在伊朗局势面前,这些不太重要了 今晚的美股应该是缩量的,因为周四休市,即使鲍威尔有明确的鸽派发言,资金不得不防着伊朗局势的升级,短期博弈的资金尾盘会流出。 美国是否介入以色列和伊朗的冲突,这周应该会有结果,主要是以色列拖的挺难受得,反导库存美媒预测最多10天,更关键的是每天消耗的军费1.2亿美元,这也是以色列为啥那么紧迫的希望美国介入的原因。 对目前浮亏的美股,一点都不慌,因为芯片二线股,智驾股在宏观层面清晰之后会有补涨逻辑
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