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Posts从上周开始，美股流动性虽然相比春节以来是更加充裕的，但是也有一些很有意思的变化：从上周开始 BTFP 到期，在美联储的资产端上跟着美债一起缩量，而负债端 TGA 现金余额反而在增加而逆回购降幅并不明显，导致银行准备金降幅较大。这导致两周前逆回购释放的流动性被快速对冲掉，而且还不够抵消准备金的短期下行。
流动性小幅波动的情况下，看这两天的行情波动——AI+ 科技回调，只有比特币涨幅维持，似乎很有意思。而接下来美国应该进入纳税季，流动性应还会持续波动，但由于目前还有不少的逆回购额（8500 亿美金）实际上还是有缓冲垫的。$ 纳斯达克综合指数.US
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