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[lastpost] => 2813113 ASTER销毁45.5万枚代币:回购收紧流通供应,价格维持区间稳定(转) 1773094643 sunnyclare001
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BCA Research表示,投资者开始对美国的“避险资产”地位产生怀疑,而这可能对比特币构成利好。# u- ^8 d3 r5 v6 Y
' t4 @7 n2 R8 H) { 该研究机构在最新给投资者的报告中指出,目前其整体投资组合保持防御性配置——减持股票、增持固定收益资产,并在股票投资中降低对美国
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/ v1 m* b3 }% V+ e; t0 r" Q市场的权重。原因在于,海外投资者正集体“回避”美国资产,担忧美国政策已从“贸易战”转向“资本战”。4 t' d4 f" w1 x( ?# T+ P6 q0 Z& |
9 n% m9 \9 Y) s" t6 C. N; F7 @ 与此同时,BCA也首次将比特币纳入其研究覆盖范围,并将比特币的评级从“减持”上调至“中性”。今年2月,BCA曾出于市场情绪过于乐观的判断而
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: N" [% ~: ]/ x* \$ L- ~& e2 J9 D“短期看空”比特币。
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“在全球资金撤离美国资产的背景下,比特币有望成为受益者。”报告写道,“市场情绪已经从高点大幅回落。今年以来,活跃交易的比特币在整体已
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实现市值中的占比急剧下降。”1 C8 K+ K% b8 M& w# {
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报告还指出,比特币作为“数字黄金”,正越来越像实物黄金那样表现,在美国资产大规模抛售期间依旧保持坚挺。 D" D# q% D6 s* H+ m# \- _
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根据Coin Metrics的数据,自4月3日——即特朗普总统宣布初始关税政策的第二天起——比特币已上涨约12%。同期,现货黄金上涨了8%,
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而纳斯达克综合指数几乎持平。
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BCA在报告中进一步指出:“虽然美国经济增长目前仍表现坚挺,但关税政策的模糊性,已导致企业资本支出意愿大幅下滑。”此外,“激烈的# X/ \" p4 P, N6 L, w3 H5 j
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利率波动也再度打击了住宅房地产市场。”7 A C: z$ y, A- [ z5 o
) ]# B' _4 ]8 L" I: _0 |/ h “尽管特朗普ZF在某些强硬言论上有所收敛,但企业仍迫切需要明确的政策信号,才能恢复投资。”报告写道,“若无法及时提供清晰政策,
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* }% a u# t/ a, N' K将可能引发更为严重的经济衰退。”( ]9 D r1 e% p: [* p# ]
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