今年下半年的基本面(包括但不限于): - 机构持续进场,包括ETF流入,Microstrategy继续加仓,川普基金等 - 今年下半年3-4次降息预测 - 川普的宽松政策,多个币种ETF申请,下半年会陆续有利好消息刺激 - 关税战利空已经兑现,美股砸盘利空也已经基本到位,利空出尽就是利好
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