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kaka🍓🍓🍓
加息预期正在快速升温。 数据变化： • 7月初：市场定价年内降息2次 • 7月23日：年内加息2次概率接近确认 • 50bps加息概率：0% → 33% 变数在哪里？油价。美伊冲突让布油站上90美元，通胀预期一夜之间全变了。 如果油价继续涨，加息概率还会更高。$BTC $ETH $SOL $AAVE $LINK $UNI $MSFT $MU $SNDK $MSFT $AMZN $META $GOOGL
$BTC+3.36%
$MSFT+0.51%
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16:33 · 07/28/26·3.07K views·Posted on OKX Orbit
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