摩根士丹利称杠杆ETF卖出供给创纪录，散户抛售规模居2016年以来第二高
摩根士丹利称，11月5日对冲基金净杠杆率大幅下降，杠杆ETF预计带来570亿美元美股卖出供给，散户开盘后90分钟卖出规模为2016年以来第二大。
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摩根士丹利称，11月5日对冲基金净杠杆率大幅下降，杠杆ETF预计带来570亿美元美股卖出供给，散户开盘后90分钟卖出规模为2016年以来第二大。
BitMine董事长Tom Lee在CNBC采访中称，AI相关股票的大幅重新定价可能过度，并认为美联储12月可能不会再加息。
BlockBeats报道，Alliance DAO联创QwQiao认为，图表、投资者心理和仓位显示AI交易几乎肯定存在巨大泡沫，并称应等待长期筑底及市场情绪彻底受损后再评估。
BlockBeats援引CNBC称，Kalshi上Anthropic于12月1日前宣布IPO的概率一周内由接近90%降至57%。报道将变化归因于AI股回调及对数据中心投资的担忧。
BlockBeats援引BIT股票平台数据称，美股三大指数收涨，道指涨3.10%。报道同时称比特币和以太坊自日内低点明显反弹，黄金走强、原油大跌。
PANews援引Decrypt报道称，Tom Lee认为AI股抛售可能已触底，并从加密市场对币安事件的反应推断剩余卖压或有限。报道称比特币当日约跌4%至76,400美元附近，现货比特币ETF净流出6.432亿美元。
Yi Lihua stated that trading does not move in a straight line and that investors should wait for opportunities to buy the dip following pullbacks. He remains bullish on the long-term direction of high-quality AI stocks and crypto assets.
October 28, and U.S. stocks closed higher for the second consecutive trading day,AI, semiconductor, storage, and optical communications stocks strengthened. The market is also focused on the Federal Reserve decision and technology giants' earnings.
October 22 U.S. stocks showed a clear divergence: the S&P 500 fell 1.2%, the Nasdaq fell 2.6%, but more than 300 S&P 500 components rose.AI and semiconductor stocks came under pressure, while consumer staples, small- and mid-cap stocks, and U.S. Treasuries strengthened.
Citadel Securities strategist Scott Rubner said that some institutions are waiting for the U.S. midterm elections to eliminate political uncertainty and may reallocate into AI related stocks after the election.
CoinDesk reported that South Korea's IPO slump intensifies AI market unease; Brent crude oil prices rose above per barrel 111 USD。
Bitmine Chairman Tom Lee said that AI stock sell-offs, geopolitical developments, and rising bond yields have prompted investors to reduce risk, creating spillover pressure on the crypto market; he still views this decline as an attractive risk-reward opportunity.