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分析师:通胀放缓有望重新点燃降息预期,今非农及就业数据疲软将助推比特币上涨
丹丹Adane
丹丹Adane
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趋势预测者
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5 月 2 日,BRN 首席研究分析师 Valentin Fournier 在 5 月 2 日的报告中指出,尽管宏观经济表现参差,但通胀放缓重新点燃了市场对美联储降息的预期。「随着通胀趋势逼近美联储 2% 的目标,多重降息预期正在强化,这可能引发新一轮流动性注入,相比可能受经济放缓拖累的股票,加密货币等另类风险资产将获益更多。」


Douro Labs 首席执行官 Mike Cahill 则表示,涵盖非农就业、失业率及薪资增长的美国就业报告,或将预示美联储接下来的利率决策。本周早些数据显示,4 月私营部门新增 6.2 万个就业岗位,低于 3 月水平。Cahill 称若周五数据再次疲软,随着降息预期增强,比特币价格可能再度攀升。「机构正密切关注这些宏观信号,因为比特币不再被单纯视为风险资产——如今它正成为与利率敏感、全球交易的宏观工具,这原本就是其设计初衷。」

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