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干净了 后续看有咩有针or底部信号
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周末愉快
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阿段讲关于品牌溢价 【所谓品牌，其实就是某些差异化的浓缩。】 —— GN
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已实现市值杠杆率仍高达10.2% 在1679个交易日中，只有182个交易日（10.8%）的杠杆率高于该水平。 这凸显了市场杠杆率的大幅上升，并进一步强化了衍生品在塑造当前市场格局方面日益增强的主导地位。
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30天总未平仓合约量波动幅度一直在加速 2023年变化相对平缓 2024年1月美国现货ETF的推出，这些波动开始加剧 未平仓合约波动性的加剧，标志着更广泛的市场正在转型，从主要由现货活动驱动的市场结构，转向以衍生品为主导的市场结构 这种转变增加了连锁清算的风险 并导致市场环境更加不稳定 更具反射性
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