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币圈荒木｜Araki
Influential Creator
夜里又在翻美股策略笔记
花旗 C 这次动刀挺干脆
美股超配→中性
全球科技超配→中性
欧洲科技也一起拉回中性
欧股除英国反而升到超配
他们说 AI 情绪中期选举后开始疲软
多头仓位太挤
纳指 NDX 或再跌约 5%
空头才真正占上风
中期对 AI 仍偏乐观
只是想等仓位干净点再加
上周四那波
纳指市值大概蒸发 2.3 万亿
风险偏好本来就弱
币圈这边也跟着蔫
先记调仓
别急着脑补剧本
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