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杰克船长宏观策略
@macrotradecn
Joined September 2011
97 Following    161.7K Followers
杰克船长宏观策略@macrotradecn
2026.06.07 23:59
周五美股暴跌恐慌→周六大量"美股暴跌无需恐慌、A股已提前释放"长文刷屏→特朗普三次喊话+"周一与伊朗签和平协议"传闻（霍尔木兹缓和预期）→央行连续19个月增持黄金→黄仁勋访韩"全产业链短缺"持续输出→周日晚卖方密集"回调即加仓"+涨价链刷屏→情绪从恐慌逐步修复至"低开高走"预期
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