距离比特币减半不到24小时！小摩、德银双双“泼冷水”

金十数据04-19

小摩和德银并不认同比特币价格会在减半后大涨。摩根大通分析师在周四的一份报告中写道，四年一度的减半事件的主要影响并不在于比特币的价格，而是比特币的开采。随着无利可图的矿商退出比特币网络，他们预计该行业将进行整合，而上市公司最有可能获得市场份额。摩根大通分析师写道：“上市的比特币矿商处于有利地位，主要是因为他们更容易获得融资，尤其是股权融资。这有助于他们扩大业务规模并投资于更高效的设备。”与市场共识...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428505056?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5ac50b63b6be888ca1302a32ed27614b","is_english":false,"pubTime":"2024-04-19 11:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2428505056","market":"us","top_or_hot":-1,"title":"距离比特币减半不到24小时！小摩、德银双双“泼冷水”","media":"金十数据","content":"<div>\n<p>小摩和德银并不认同比特币价格会在减半后大涨。摩根大通分析师在周四的一份报告中写道，四年一度的减半事件的主要影响并不在于比特币的价格，而是比特币的开采。随着无利可图的矿商退出比特币网络，他们预计该行业将进行整合，而上市公司最有可能获得市场份额。摩根大通分析师写道：“上市的比特币矿商处于有利地位，主要是因为他们更容易获得融资，尤其是股权融资。这有助于他们扩大业务规模并投资于更高效的设备。”与市场共识...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=136906&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>距离比特币减半不到24小时！小摩、德银双双“泼冷水”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n距离比特币减半不到24小时！小摩、德银双双“泼冷水”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=136906&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小摩和德银并不认同比特币价格会在减半后大涨。摩根大通分析师在周四的一份报告中写道，四年一度的减半事件的主要影响并不在于比特币的价格，而是比特币的开采。随着无利可图的矿商退出比特币网络，他们预计该行业将进行整合，而上市公司最有可能获得市场份额。摩根大通分析师写道：“上市的比特币矿商处于有利地位，主要是因为他们更容易获得融资，尤其是股权融资。这有助于他们扩大业务规模并投资于更高效的设备。”与市场共识...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=136906&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2552382132.HKD","symbol_name":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=136906&type=news&data_type=0","article_id":"2428505056","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5ac50b63b6be888ca1302a32ed27614b"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2428505056","pubTimestamp":1713498907,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"小摩和德银并不认同比特币价格会在减半后大涨。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","EBON":"亿邦国际","BK4207":"综合性银行","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","CAN":"嘉楠科技","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","BITB":"Bitwise Bitcoin ETF","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","FBTC":"Fidelity Wise Origin Bitcoin Fund","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","GBTC":"Grayscale Bitcoin Trust","BITO":"ProShares Bitcoin Strategy ETF ","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","DEFI":"Hashdex Bitcoin ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","HODL":"VanEck Bitcoin Trust ETF","SG9999002232.USD":"Allianz Global High Payout USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4534":"瑞士信贷持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IBIT":"iShares Bitcoin Trust","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BTCO":"Invesco Galaxy Bitcoin ETF","BRRR":"Valkyrie Bitcoin Fund","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4566":"资本集团","LU1032466523.USD":"高盛全球多资产收益组合Acc","BTCW":"WisdomTree Bitcoin Fund","EZBC":"Franklin Bitcoin ETF","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0971096721.USD":"富达环球金融服务 A","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4588":"碎股","BK4526":"热门中概股","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU0882574139.USD":"富达环球消费行业基金A ACC"},"translate_title":"Less than 24 hours before Bitcoin halves! JPMorgan and Deutsche Bank both \"pour cold water\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ef879d1849f449ae79a9497ceb185832","symbols_score_info":{"BITO":1,"XBTmain":1,"IBIT":1,"HODL":1,"GBTC":1,"FBTC":1,"EZBC":1,"EBON":1,"DEFI":1,"CAN":1,"BTCW":1,"BTCO":1,"BTCmain":1,"BITB":1,"BRRR":1},"content_text":"小摩和德银并不认同比特币价格会在减半后大涨。摩根大通分析师在周四的一份报告中写道，四年一度的减半事件的主要影响并不在于比特币的价格，而是比特币的开采。随着无利可图的矿商退出比特币网络，他们预计该行业将进行整合，而上市公司最有可能获得市场份额。摩根大通分析师写道：“上市的比特币矿商处于有利地位，主要是因为他们更容易获得融资，尤其是股权融资。这有助于他们扩大业务规模并投资于更高效的设备。”与市场共识相反，摩根大通的分析显示，在减半之后，由于市场仍处于超买状态，比特币价格可能会下跌。该行还指出，当前比特币的价格仍高于其对比特币45000美元的估值，这一估值是经波动性调整后与黄金的比较价格。摩根大通预计，比特币在减半后的生产成本为42000美元。需要注意的是，比特币的生产成本历来被认为是比特币价格的下限。该行指出，尽管最近加密市场复苏，但风险资本融资仍然低迷。同样，德意志银行分析师也不认为减半后比特币价格会大幅上涨。分析师表示，由于比特币算法已经预见到了减半，因此这一事件已经被市场消化。减半事件就是将挖矿奖励减半，旨在控制比特币的供应并提供稳定性。根据加密挖矿分析网站mempool.space的数据，本次减半预计将在周五晚些时候发生，仅剩不到24小时。德意志银行分析师写道，过去，在比特币减半之后，哈希率（衡量该行业挖矿能力的主要指标）通常会下降，因为一些矿商将被市场淘汰。“随着挖矿奖励的减少，这一过程变得越来越无利可图。”德意志银行的数据显示，比特币前三次减半后，哈希率分别下降了25%、11%和25%。尽管预计比特币价格不会因减半而出现剧烈波动，但在现货以太坊ETF获批、央行降息和监管变化的预期下，德意志银行仍预计比特币价格将维持高位。他们写道：“除此之外，第二层解决方案和DeFi活动的激增增强了区块链的实用性，并且这种设置对比特币生态系统和更广泛的加密领域非常有利。”目前，美国占比特币挖矿总量的40%。然而，摩根大通和德意志银行都认为，一些比特币矿商可能会寻求在“低能源成本地区”（如拉丁美洲或非洲）实现多元化，并从那些原本闲置的矿机中获得回收价值。周五，由于中东局势恶化打压了风险情绪，比特币一度失守60000美元/枚，日内跌超5%。以太坊一度跌破2900美元/枚。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428505056"}