神秘-牛高玩

$TSLAB The biggest bull in tech has fallen #君怀

#美股一夜蒸发超2万亿，多家对冲基金面临清算 #美国拟收紧数据中心监管，AI扩张或面临新约束



$AMDB

#美国中期选举：市场有哪些期待？
The key market tension is the repricing of policy following the U.S. midterm elections, compounded by profit-taking in high-flying AI stocks. This has created an extreme divergence, with traditional assets recovering while technology and growth stocks face valuation compression.

• In the short term, there are no clear signs that selling in the AI hardware supply chain has stabilized. A pullback in risk appetite will continue to weigh on high-volatility growth assets;

• Falling oil prices will temporarily ease inflationary pressure, but rising expectations of interest rate hikes by overseas central banks are limiting hopes for looser liquidity;

• For crypto markets, steep declines in U.S. tech stocks—particularly AI stocks—will weigh on overall risk appetite. High-beta assets such as BTC are likely to come under pressure alongside the Nasdaq. Meanwhile, the combination of stronger gold and a weaker dollar offers relatively limited support for crypto valuations, so in the short term, markets are likely to remain range-bound as they digest the risks.

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见

$Mysterious little K-line, happy Halloween, little k🎃
#神秘小K线咱们巅峰见