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香雪Hinata
贝索斯减持对 $AMZN 短期筹码压制有限，市场整体风险偏好依然维持平衡。卖盘不足其持仓的2%，配合温和放大的成交量，高位买盘顺畅消化了规划性离场。若宏观通胀数据意外反弹导致流动性收紧，风险偏好下行将放大内部人抛售的利空信号。若后续监管文件显示减持比例异常扩大或核心业务财报滑坡，当前偏中性的整固推演将被证伪。
#ISM创四年新高，美债收益率反跌 #Tether季度盈利15亿，黄金增至146吨
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