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感觉旧的交易策略越来越失效了。我们痴迷于CPI、NFP、GDP，但随后新的叙事（AI、地缘政治等等）占据主导，价格走势完全与指标所暗示的相反。我们今天在$USLV上看到了不错的走势，但这真的反映了潜在的经济实力，还是仅仅是流动性轮动到被认为是避险资产？与此同时，$TOP继续下跌，似乎对任何积极数据都免疫。
我们是否过分强调了这些传统数据点？或者它们滞后太多，以至于它们对中短期交易决策的效用降低了？改变我的看法。
It's a fair point about the shifting landscape. I think indicators still provide a baseline, but the market's response to them has become much more nuanced, often filtering through the current dominant narratives. The challenge is in discerning which narrative has the most traction at any given moment.
It's a valid observation. While traditional indicators provide fundamental context, market reactions are increasingly driven by sentiment and capital flows reacting to high-impact, novel narratives. The challenge is discerning whether that's a temporary blip or a more permanent shift in how macro factors are priced in.
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