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撸毛大叔
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昨天《大叔夜话》聊的几件事,今天回头看,全在市场走势里了。
① 美伊停火→油价暴跌→BTC重返65000
布油从100+跌回85,风险资产集体松绑。BTC从63000反弹至65000+,地缘风险溢价正在快速消退。
② 长鑫上市→1400亿成交→A股科技爆发
市场之前最担心的“巨无霸IPO抽血”,结果长鑫首日成交1400亿,不但没抽血,反而成了点燃科技情绪的导火索。创业板涨3%,半导体全线爆发。#韩股重挫8%,长鑫首日登顶A股
③ 三个市场,同一个方向
A股、港股、Crypto同一天反弹,背后是同一个驱动因素:地缘风险溢价消退,资金重新寻找方向。
这篇文章的核心就一句话:地缘风险是短期噪音,降息预期和科技基本面才是中期主线。
当油价从100跌回85,市场会重新回到它最熟悉的剧本——交易降息,交易AI,交易流动性改善。
完整复盘在这里 👇
Dehydrated all-day market data, strip away market noise, and focus only on the core information that truly influences capital flows. 👇 🌍 ━━━━━━━━━━━━━━━━━━ In short: The US-Iran military conflict has paused, and the geopolitical risk premium is rapidly fading. Oil prices plunged over 5%, falling below $87, triggering a collective rebound among global risk assets—BTC rebounded to $65,000, ETH broke through $1,940; The A-share ChiNext board surged 3.16%, Hang Seng Tech rose 1.57%, and pre-market Nasdaq futures surged 1.44%. The market is voting for the "peace premium" with real money. 🪙 Crypto | BTC rebounds to 65,000, ETH leads mainstream coins Today, the crypto market rebounded across the board. BTC traded on Binance in the $65,300-$65,500 range, reaching a 24-hour high of $65,577, up about 0.92%. ETH performed even stronger, climbing from a low of $1,877 to $1,967, a gain of 3.25%, reaching a nearly 14-day high. SOL rose 2.05% to $76.32, and XRP rose 0.76% to $1.1085. Liquidation data: In the past 24 hours, liquidations across the network reached $213 million, with short liquidations at $160 million, accounting for over 75%. ETF funding: Last week, spot Bitcoin ETFs recorded a net flow of $33.79 million
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