【重磅解读】 BTC合约仓位降低到59.6亿美元,ETH酝酿价格回撤

jinjin说币Publicado em 2022-12-12Última atualização em 2022-12-13

Resumo

BTC盘整运行

1、BTC震荡走低

BTC的日K线图中,价格走势相对平稳,BTC运行在布林线中轨上方。布林线短期收口,提示BTC即将确认突破方向。在此期间,成交量已经持续萎缩迹象,12月10日和12月11日的成交量收缩,提示行情表现不佳,仍然有下跌风险。

2、长期投资者出逃

BTC和合约持仓数量维持低位运行,目前12月12日的合约仓位下降到了59.6亿美元,为一年来的最低数值。合约投资者目前对行情明显看淡,意味着BTC近期仍然维持清淡的交易状态,预示着交易机会有限。

3、LTC缩量盘整

LTC是近期主流币反弹的主力,日K线图显示已经明显出现走弱迹象,成交量萎缩到非常低的水平。目前日K线交易量仅相当于10月24日以前的水平,因此难以支撑价格继续上涨。与此相对应的,是BTC缩量也达到了近期低位,

4、ETH成交量萎缩更为明显

ETH最高成交量峰值出现在6月13日 11月9日,当时价格跌幅较大,推动了投资者交易热情升温。而目前来看,ETH交易量继续收缩趋势仍然没有结束迹象。从2021年12月到2022年1月期间的交易量与2022难12月10日和12月11日的成交量非常相似,都处于最低水平。而2022年1月以后,ETH价格继续大幅度回撤,延续了价格颓势。本次成交量降低到低水平以后,关注价格异动预期。

Leituras Relacionadas

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

This article explains the three primary methods for Codex to interact with a computer, each with distinct use cases, permission boundaries, and trust levels. **1. Computer Use:** This offers the broadest access, allowing Codex to visually control and interact with the graphical user interface of authorized macOS/Windows apps, system settings, and even iOS simulators. It's ideal for tasks lacking APIs or structured tools, such as operating legacy software or multi-app workflows. However, it's the slowest method and has the widest permission scope, requiring careful supervision for sensitive actions. **2. Chrome Extension:** This grants Codex access to the user's logged-in Chrome browser state, including cookies, profiles, and open tabs. It's best for tasks requiring user identity across websites like Gmail, LinkedIn, Salesforce, or internal dashboards. Its key advantage is multi-tab control for complex workflows. While more powerful for browser-based tasks than Computer Use, it carries higher sensitivity as actions are performed under the user's identity. **3. In-App Browser:** This is a browser isolated within the Codex thread, separate from the user's personal browsing data. It excels in web development and debugging scenarios—previewing local servers, testing responsive layouts, or annotating designs directly on the page. Its isolation is a strength for development but a limitation for tasks requiring login sessions. The core principle is to choose the narrowest, safest, and most structured interface for the task. Use plugins or MCPs first, resort to visual control (Computer Use) only for GUI-dependent tasks, employ the Chrome extension for identity-reliant browser work, and prefer the In-App Browser for isolated development. **Appshots** are clarified as a fourth, complementary tool for *inputting* context—capturing a screenshot of a window to point Codex to something—rather than a method for Codex to *act*. Together, this layered approach highlights a key to AI agent productization: not granting unlimited permissions, but constraining them within clear boundaries for specific tasks while preserving user oversight.

marsbitHá 31m

How Does Codex Use a Computer? Three Entry Points and Permission Boundaries

marsbitHá 31m

The "Iron Rule" of Chip Equipment Is Being Broken

For years, the semiconductor equipment industry followed an unwritten "iron rule": suppliers offered steep discounts for new tool introductions (Design-in) and faced consistent price pressure during repeat orders, especially during market downturns. This long-standing buyer's market dynamic is now being upended. Recently, SK Hynix's primary equipment suppliers have reportedly requested a 3-4% price *increase*, a nearly unprecedented move. This shift is driven by a severe supply-demand imbalance fueled by the AI compute boom. Securing equipment has become an urgent arms race as chipmakers' expansion speed dictates their ability to fulfill massive AI chip orders. Key areas feeling the strain include: **TCB (Thermal Compression Bonding) Equipment:** Demand is exploding, driven by the simultaneous needs of HBM4 memory stacking, AI chip Chip-on-Substrate (C2S), and logic Chiplet Chip-on-Wafer (C2W) packaging. Players like Hanmi Semiconductor, Hanwha Semitech, and ASMPT are receiving major orders. While hybrid bonding is seen as the future, TCB remains the pragmatic choice for HBM4 mass production, with its lifecycle extended by relaxed specifications and ongoing technological upgrades. **Test Equipment Bottlenecks:** Ironically, AI-driven shortages are now crippling test equipment manufacturing. Critical components like FPGAs, Driver ICs, and CPUs face severe shortages and extended lead times (up to 52 weeks for FPGAs), as AI data center and server vendors prioritize supply. This creates a paradoxical cycle: AI chip shortages drive fab expansion, which requires more test equipment, whose production is delayed because its key parts are diverted to make AI chips. The industry is entering a broad, AI-powered upcycle. SEMI forecasts global semiconductor equipment sales to hit a record $156 billion by 2027, fueled by investment in advanced logic/foundry, HBM-driven DRAM, and advanced packaging (like CoWoS). Major players like TSMC, SK Hynix, and Micron are aggressively ramping capital expenditure. In conclusion, leading equipment vendors are no longer just selling tools; they are selling the critical capability to deliver AI-era capacity. Pricing power is shifting decisively to those with indispensable technology in key process nodes like advanced logic, HBM, and advanced packaging, rewriting the industry's traditional power structure.

marsbitHá 44m

The "Iron Rule" of Chip Equipment Is Being Broken

marsbitHá 44m

Trading

Spot
Futuros
活动图片