· 个股论点
涉及标的： $ALAB$BITF$BTC$CIFR$CLSK$CRCL$ETH$HIMS$IREN$NBIS$PYPL$RKLB$SG$SMCI$WULF
这是成长型/高贝塔股的广泛抛售。$PYPL 是一只价值投资类型的股票。例如： 1个月： $CRCL -36.04% $ALAB -21.4% $HIMS -28.34% $RKLB -23.07% $SMCI -30.77% $SG -27.9% $ETH -19.03% $BTC -11.86% _ 新云/矿企 1周： $CIFR -27.64% $IREN -26.7% $BITF -22.9% $CLSK -20.89% $NBIS -20.23% $WULF -15.09% 这不仅仅是单只股票的问题。这是在鲍威尔关于12月降息+政府长期停摆的言论之后发生的。
It's a broader sell-off on growth/higher beta. $PYPL is a value investing type stock. eg: 1 Month: $CRCL -36.04% $ALAB -21.4% $HIMS -28.34% $RKLB -23.07% $SMCI -30.77% $SG -27.9% $ETH -19.03% $BTC -11.86% _ Neoclouds/Miners 1 Week: $CIFR -27.64% $IREN -26.7% $BITF -22.9% $CLSK -20.89% $NBIS -20.23% $WULF -15.09% It's not just a single stock. This was after Powell's comments about Dec rate cut + extended gov shutdown.