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牛熊皆过客
兄弟们，昨晚大饼突然跳水，不是单一原因。外围AI股先走弱，把风险偏好打下去；随后杠杆多头集中被清算，形成踩踏；再叠加资金撤离，跌势就被放大。大饼这一跌还外溢到相关标的，闪迪尤其惨，已经连跌三天。我的看法是，眼下别急着抄底或开新仓，盘面还没稳。今晚非农数据出来前，最好多看少动，等结果给方向。现在资金费率已经转负，说明空头情绪不低，这个位置继续追空，性价比很差，容易被反抽。先控风险，等信号。
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