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Aamn
*地缘+选前博弈：* 伊方提两天计划换美伊谈判，WTI破101、布油破110，BTC重回7.8万、美股个股反弹。川普选前是否推和谈未定，市场忧中期选举后或再动武。
动武若限空袭难改局势油价涨幅有限，地面部队风险大；若缓和则油价回落利好风险资产。边走边看。
*仓位：* 油空拿4个月费率高但续持，选后若失控减仓防爆，等18-19 APEC；谷歌多单280性价比，冲突扩大则择机离场。
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