◆ 晨訊 Morning Note｜11-05
截至09:30。
對賬：昨晚無部署。
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。
美股隔夜反彈但未修復近一月跌幅，Nasdaq近一月-6.34%，定性為反彈非反轉。BTC報80,450美元、24小時-0.07%，未跟隨美股，鴿派定價未傳導至加密。
PnL as of 09:30 UTC+8. Recap: no setups last night. Live US book: no closes in 24h; -2.60U since 09-29, max DD 11.73U; 0 open (+0.00U).
US equities rebounded overnight but the one-month drawdown is unrepaired, Nasdaq -6.34% over the month: a rebound, not a reversal. BTC at 80,450, -0.07% in 24h, did not follow; dovish pricing has not reached crypto.
截至09:30。
對賬：昨晚無部署。
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。
美股隔夜反彈但未修復近一月跌幅，Nasdaq近一月-6.34%，定性為反彈非反轉。BTC報80,450美元、24小時-0.07%，未跟隨美股，鴿派定價未傳導至加密。
PnL as of 09:30 UTC+8. Recap: no setups last night. Live US book: no closes in 24h; -2.60U since 09-29, max DD 11.73U; 0 open (+0.00U).
US equities rebounded overnight but the one-month drawdown is unrepaired, Nasdaq -6.34% over the month: a rebound, not a reversal. BTC at 80,450, -0.07% in 24h, did not follow; dovish pricing has not reached crypto.
