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招财小猫mi
📉 黄金、SpaceX、美光同步走弱
$XAUT｜3950
和现货黄金基本无溢价，本该作为避险资产，却同步下跌，本质是全市场统一去杠杆，避险资金出现分化。
$SPCX｜140
SpaceX代币，炒作逻辑押注星链发射预期，流动性偏弱，跟随美股期货联动波动。
$XMU｜900
美光主营 DRAM、HBM，虽然 HBM 赛道需求上行，但它的 HBM4 进度落后海力士，资金在给追赶者折价定价，当日跌幅超5%。
#美股与金银同步大跌，避险资金流向分化
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