川普選了新美聯儲主席，黃金白銀股票全球繼續砸盤，韓國熔斷，普通人發財的機會真的來了！

Описание: moomoo 美國開戶連結：https://start.moomoo.com/0zHMIF
moomoo 其他國家開戶連結：https://start.moomoo.com/0y7C4G
美國新客好禮：最高可获得$1000* 英偉達 + 8.1% APY （限時 2 個月
新加坡新客好禮：入金 S$5,000，得 S$100*英偉達+S$60 交易回饋券
馬來新客好禮：最高得 2200RM 好禮+6% pa（限時 30 天）
澳洲新客好禮：入金 2500AUD 共 15 次抽贈股
香港開戶富途牛兌換碼：Nicolas
香港牛牛：最高得$1800 港幣+額外$200 現金券
免責聲明：
*活動附帶條款和條件，其他費用適用。投資有風險，此文不構成任何投資建議。股票獎勵的價值將根據其市場情況而變化。投資於資本市場產品涉及風險。本文所表達的全部觀點均來自尼可拉斯楊的獨立意見。 moomoo 證券（新加坡）及其相關公司均不內容及觀點負責。此廣告未經新加坡金融管理局審查
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主頻道：   / @nicolasyoung  
副頻道：   / @nicolasyounglive  
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週一開盤，全球市場同時出現劇烈震盪。
黃金、白銀單日振幅超過兩位數，美股期貨、納斯達克、標普 500 同步下跌，幾乎所有資產一起被拋售。這不是某一個市場的問題，而是一場正在蔓延的全球性流動性危機。

很多人只看到了價格下跌，卻沒看懂背後的清算邏輯。
在這期影片中，我結合自己過去在商品期貨清算體系中的工作經驗，拆解為什麼週五的大跌，會在週一亞洲市場引發連鎖爆倉，以及美元清算系統、SWIFT 匯款、保證金制度，如何在短時間內「抽乾市場流動性」。

更重要的是，這一切並不是偶然。
2026 年市場最大的變數，正是即將上任的美聯儲新主席——Kevin Warsh。

市場普遍將 Warsh 簡單定義為「鷹派」，認為他會加息、收緊貨幣、打壓股市與黃金。但如果你真正讀過他近幾年的文章、演講和訪談，就會發現事情遠沒有這麼簡單。

Warsh 一方面主張降息，利用 AI 與技術革命提升生產效率；
另一方面又堅持縮表，收回美聯儲過去釋放的流動性。
這是一場極度危險的平衡遊戲，也正是市場最害怕的不確定性來源。

在影片後半段，我也完整分享了我個人在當前環境下的資產配置邏輯，包括：
AI 生產力基礎設施、半導體、能源、核電、貴金屬，以及為什麼我始終堅持保留大量現金，而從不使用槓桿。

這不是投資建議，而是一份真實的投資筆記。
我更希望你能透過這期內容，看懂現在到底發生了什麼，而不是在恐慌中被市場收割。

When markets opened on Monday, global assets entered a period of violent turbulence.
Gold and silver swung in double-digit ranges within a single day. U.S. futures, the Nasdaq, and the S&P 500 all fell together. Nearly every asset class was sold off at the same time. This is not a problem limited to one market — it is a global liquidity crisis unfolding in real time.

Most people only see prices falling, but fail to understand the clearing mechanics behind the collapse.
In this video, I draw on my past experience working within commodity futures clearing systems to explain why a sharp sell-off on Friday can trigger cascading margin liquidations in Asian markets on Monday — and how dollar settlement systems, SWIFT transfers, and margin requirements can drain liquidity from the market in a matter of hours.

More importantly, none of this is accidental.
The single most important variable for markets in 2026 is the incoming Federal Reserve Chair — Kevin Warsh.

Many market participants label Warsh as a hardline hawk, assuming he will raise rates, tighten monetary conditions, and suppress equities and gold. But if you actually study his recent articles, speeches, and interviews, the picture is far more complex.

On one hand, Warsh supports rate cuts and believes that AI and technological revolutions can boost productivity and drive non-inflationary growth.
On the other hand, he insists on balance sheet reduction — pulling back the liquidity the Federal Reserve previously injected into the system.
This creates an extremely dangerous balancing act, and it is precisely this uncertainty that markets fear most.

In the second half of the video, I also share my own asset allocation framework under the current conditions, including:
AI productivity infrastructure, semiconductors, energy, nuclear power, precious metals — and why I consistently hold a large cash position and never use leverage.

This is not investment advice. It is a personal investment journal.
My goal is to help you understand what is actually happening in the market — so you are not harvested by fear when volatility strikes.
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本頻道所有內容僅代表個人觀點與研究分享，僅供學習與參考，不構成任何形式之投資建議、投資邀約或買賣推薦。

金融市場具有不確定性與波動風險，過往表現不代表未來結果。任何投資決策請依自身財務狀況與風險承受能力獨立判斷，盈虧自負。本頻道對因使用相關內容所產生之任何直接或間接損失，概不負責。

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