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杰克船长宏观策略
@macrotradecn
Joined September 2011
96 Following    162.2K Followers
杰克船长宏观策略@macrotradecn
2026.08.07 23:27
《此时此刻，恰似彼时彼刻》 美国最大抵押贷款机构UWMC，2026年Q2亏4.5亿刀，一天股价-35%，跌到历史最低点💣 叠加，私募信贷（地产债）暴雷💣 叠加，房地产建材木头-13% 💣
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