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潮有信
前几天美股的强势更像是油价、长端利率回落后触发的逼空，而不是新一轮单边牛市。现在10Y重新上行、二次加息预期还在，高Beta又积累了大量浮盈，前半段杀空头结束后，市场开始进入更容易杀追涨的阶段。
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