EPISODE · May 27, 2026 · 48 MIN
17 别再猜顶底！2026下半年布局指南
from 交易老友记
这一期《交易老友记》，我们把问题拉回到很多交易者眼前最真实的纠结：比特币震荡了很久，市场叙事忽明忽暗，既怕踏空，又怕追高被套。2026 下半年到底该怎么定位周期、选择赛道、配置仓位、应对风险？Jenna 邀请张无忌和 EL 一起拆解当前市场的割裂状态：美股核心资产贵但强，港股部分优质标的已经进入左侧配置区间，加密市场则仍处在情绪冷淡、赚钱效应不足的阶段。两位嘉宾也分别从期权交易、长期配置、定投加仓、波动率策略等角度，给出更适合普通投资者理解和执行的框架。如果你正在为 2026 下半年的仓位节奏、BTC 是否还能配置、美股 AI 主线是否过热、港股是否有性价比、以及该不该用期权做风险保护而犹豫，这一期会很适合你。主持 / 嘉宾阵容Jenna｜Finance@Fudan张无忌｜法学博士 鲸链资本CofounderEL｜Trader本期你将听到1. 为什么当下不能简单说“牛市”或...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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17 别再猜顶底！2026下半年布局指南
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This episode was published on May 27, 2026.
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