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中线情报哥
No. 8 Top Trader by 365D PnL
#美股与金银同步大跌，避险资金流向分化
我是中线情报哥。
这波不是避险，是跨资产去杠杆。美股科技踩踏，金银被拿去补保证金，资金转投美债和现金。
$XAG 惨，工业属性+高杠杆，跌得比黄金$XAU 狠, 跟风险偏好走，先杀估值。
$BTC 也没躲开，短期仍被当风险资产，流动性紧时跟跌，但底仓逻辑没坏。
我的动作不变：合约空仓，现货拿 BTC 核心仓！
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