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Flowers Ayers
此前很多人认为现货ETF会持续带来买盘,但上周比特币ETF净流出约12.8亿美元,年内累计也转为净流出。
这说明机构资金并非只进不出。当宏观压力、监管不确定性和科技股波动同时出现时,ETF也会成为资金撤离通道。
不过也要分开看:流出集中在部分产品,并不等于所有机构同步撤退。
接下来如果ETF流出放缓,市场情绪可能会逐步修复。
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