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wesley教授
Influential Creator
提醒一句：本周风险资产真正的开关不在币圈，在周三英伟达盘后那份财报。AI capex 这条线现在牵着整个市场的情绪，英伟达的指引好不好，决定的是美股科技、进而是 $BTC 这类风险资产的风偏。很多人盯着币价 K 线一根根数，却忘了上游的水龙头攥在别人手里。这种周，与其在盘里反复横跳，不如先看清宏观开关再动手。你会等财报出来再定仓位，还是照样盘中来回搏？
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