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最近市場分化明顯。加密資產這邊持續承壓,整體呈現弱勢下行態勢。反觀貴金屬市場,漲勢卻在逐步強化。兩個資產類別走向截然相反,背後可能反映出市場對風險資產的謹慎態度,以及對避險資產的偏好轉變。這種分化行情下,投資者的資產配置思路也在隨之調整。
諷刺的是,貴金屬漲的時候沒人說它是泡沫,幣跌的時候各種"理性分析"就來了
客觀來看,這就是典型的泡沫週期在重演。不是說市場非理性,是說大家都在賭別人更非理性罷了
來來來,我們打個賭,半年後再看這波分化是"深刻調整"還是"反向誘空"
有個問題啊,避險資產強化真的因為風險厭惡,還是就是流動性在挪地方而已?