◆ 晨訊 Morning Note｜11-04
截至09:15。
對賬：昨晚部署 8 個，成交 1 個。
美股短線實盤：過去 24 小時無平倉；自 2026-09-29 累計 -2.60U，最大回撤 11.73U；持倉 0 筆，浮動 +0.00U。
反彈成色有限：VIX 仍 20.8，屬技術性修復。10-Year 4.952% 抬升機會成本，BTC 77,038 走平。
PnL as of 09:15 UTC+8. Recap: 1/8 filled. Live US book: no closes in 24h; -2.60U since 09-29, max DD 11.73U; 0 open (+0.00U).
Rebound is shallow: VIX still 20.8, a technical repair only. 10-Year at 4.952% lifts opportunity cost; BTC at 77,038 is flat.
截至09:15。
對賬：昨晚部署 8 個，成交 1 個。
美股短線實盤：過去 24 小時無平倉；自 2026-09-29 累計 -2.60U，最大回撤 11.73U；持倉 0 筆，浮動 +0.00U。
反彈成色有限：VIX 仍 20.8，屬技術性修復。10-Year 4.952% 抬升機會成本，BTC 77,038 走平。
PnL as of 09:15 UTC+8. Recap: 1/8 filled. Live US book: no closes in 24h; -2.60U since 09-29, max DD 11.73U; 0 open (+0.00U).
Rebound is shallow: VIX still 20.8, a technical repair only. 10-Year at 4.952% lifts opportunity cost; BTC at 77,038 is flat.
