复盘一下:这波是10月初机构意识到Mstr可能被移出指数,于是提前砸盘Mstr自保,Mstr310-170跌了接近一半,带动整体下跌。有圈内的机构感知到了这波消息+宏观利空,DCA砸盘+做空形成共振加速恐慌盘。20号jp Morgan消息出来周五美股开盘前跌恐慌一波之后天量平空。至此尘埃落定,这波Mstr的博弈结束,下一波博弈的是十二月底。这样基本可以解释为什么跌的这么极端。 逻辑上应该看周一Mstr得股价是否企稳,会不会继续又大鲸鱼卖出判断是否是阶段底部。
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