Wendyxu的个人主页 - 老虎社区

Wendyxu

Wendyxu

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IP属地：浙江

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08-01

$英伟达(NVDA)$ 多多多

07-31

$ARM Holdings Ltd(ARM)$

07-31

$ARM Holdings Ltd(ARM)$ 目标价126？那我180的咋办

07-31

我看了啥学了啥

07-30

arm，理由就是我持股哈哈

07-22

$盈汇企业控股(02195)$ 有人买这个吗？

07-17

$英伟达(NVDA)$

07-16

说明啥啊

抱歉，原内容已删除

07-16

可以看

@吐兔兔图兔兔兔兔兔:谷歌股票回购计划：市值增长的加速器

07-15

[开心] [开心]

抱歉，原内容已删除

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16:12","market":"us","language":"zh","title":"对冲基金正在快速撤离！高盛：科技股从未如此受冷落","url":"https://stock-news.laohu8.com/highlight/detail?id=1132172285","media":"老虎资讯综合","summary":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。","content":"<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>","collect":0,"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>对冲基金正在快速撤离！高盛：科技股从未如此受冷落</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; 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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对冲基金正在快速撤离！高盛：科技股从未如此受冷落\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-16 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61dc647f2420d8f0a34e50213d18faf1","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132172285","content_text":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，显示出对冲基金越来越谨慎的态度。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327893816619256,"gmtCreate":1721084087857,"gmtModify":1721094468913,"author":{"id":"3575322719150087","authorId":"3575322719150087","authorIdStr":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087"},"themes":[],"htmlText":"可以看","listText":"可以看","text":"可以看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327893816619256","repostId":"327262804361504","repostType":1,"repost":{"id":327262804361504,"gmtCreate":1720929841554,"gmtModify":1720933837154,"author":{"id":"3557296739739552","authorId":"3557296739739552","authorIdStr":"3557296739739552","name":"吐兔兔图兔兔兔兔兔","avatar":"https://static.tigerbbs.com/fe762c72c943e4dbb098fbdf5f4ec5f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557296739739552"},"themes":[],"title":"谷歌股票回购计划：市值增长的加速器","htmlText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","listText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","text":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327262804361504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327790178193432,"gmtCreate":1721058850265,"gmtModify":1721059276093,"author":{"id":"3575322719150087","authorId":"3575322719150087","authorIdStr":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327790178193432","repostId":"1120683750","repostType":4,"repost":{"id":"1120683750","pubTimestamp":1721054752,"share":"https://www.laohu8.com/m/news/1120683750?lang=&edition=full","pubTime":"2024-07-15 22:45","market":"us","language":"zh","title":"子弹射向特朗普，却击中了比特币熊市？","url":"https://stock-news.laohu8.com/highlight/detail?id=1120683750","media":"金十数据","summary":"或因交易员加大了对美国前总统特朗普赢得11月美国总统大选的押注，比特币周一触及两周以来的高点。博彩市场暗示，特朗普在美国总统大选中获胜的机会增加。此次上涨发生在前总统特朗普上周六遭遇戏剧性刺杀事件之后。由于特朗普获胜的可能性增加，以及美国骚乱和不稳定的可能性降低，Drozdz现在看到市场中可能出现“信心的涌入”，这可能在未来几周对加密货币和比特币产生积极影响。","content":"<html><head></head><body><blockquote><p>一些人认为，若特朗普重返白宫，币圈或将迎来“春天”。</p></blockquote><p style=\"text-align: justify;\">或因交易员加大了对美国前总统特朗普赢得11月美国总统大选的押注，<strong>比特币周一触及两周以来的高点</strong>。博彩市场暗示，特朗普在美国总统大选中获胜的机会增加。</p><p style=\"text-align: justify;\">截至周一美盘，全球最大的加密货币比特币上涨近4%，一度站上63000美元。此次上涨发生在前总统特朗普上周六遭遇戏剧性刺杀事件之后。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f0311648eb23ab6f20b81c6d5ecda66\" tg-width=\"1480\" tg-height=\"755\"/></p><p style=\"text-align: justify;\">FedWatch Advisors的首席投资官Ben Emons在一封电子邮件中表示，“这与1981年里根总统被枪击的事件有某种相似，尽管那不是选举年。在事件发生后，里根的受欢迎程度在双重衰退中迅速攀升。然而，标普500指数在此后的经济低迷中下跌了9%。但<strong>在当前强劲的经济中，前总统特朗普的受欢迎程度可能会飙升，并对市场产生积极影响。</strong>”</p><p style=\"text-align: justify;\">投资者在周末表示，他们预计所谓的“特朗普交易”将受到提振。这些交易扩大到包括各种加密股票，如Coinbase和矿商Riot Platforms。Grayscale Investments的研究主管Zach Pandl表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“比特币的价格在周末上涨了约9%，这可能表明投资者预计特朗普若上任将为加密行业创造更有利的监管环境。”</strong></p></blockquote><p style=\"text-align: justify;\"><strong>特朗普尚未提出任何关于加密货币监管的详细提案，但这位共和党候选人现在被广泛视为支持该行业，尽管他过去持怀疑态度。他定于本月晚些时候在一次主要的年度比特币会议上发表演讲。</strong></p><p style=\"text-align: justify;\">特朗普竞选团队自5月起开始接受来自加密行业的捐款，并且他也对这一行业的态度变得越来越积极，并支持这种数字资产的未来。他还试图将自己与支持监管该行业的民主党人区分开来，如参议员伊丽莎白·沃伦。</p><p style=\"text-align: justify;\">Pandl补充道，“<strong>此外，在特朗普的第二个总统任期内，宏观政策的变化，包括持续的赤字支出、美国在国际事务中的领导力下降、美联储的独立性减弱，以及希望通过货币贬值来帮助缩小贸易赤字等可能会在中期内给美元带来下行风险，而任何对美元的下行风险都可能支持比特币的价格</strong>。”</p><p style=\"text-align: justify;\">上个月，渣打银行的分析师表示，美国总统选举是比特币价格的下一个关键催化剂，<strong>特朗普获胜可能将其推高至15万美元</strong>。</p><p style=\"text-align: justify;\">Conotoxia的市场分析师Grzegorz Drozdz表示，“最近几个月加密市场并不好过，我们目前正处于之前繁荣的资本流入这个市场的低迷之中，这可以通过稳定币的市值来衡量，这一指标在过去两个月里已冻结。”</p><p style=\"text-align: justify;\">由于特朗普获胜的可能性增加，以及美国骚乱和不稳定的可能性降低，<strong>Drozdz现在看到市场中可能出现“信心的涌入”，这可能在未来几周对加密货币和比特币产生积极影响。</strong></p></body></html>","source":"jssj","collect":0,"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>子弹射向特朗普，却击中了比特币熊市？</title>\n<style 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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子弹射向特朗普，却击中了比特币熊市？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-15 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/143422><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一些人认为，若特朗普重返白宫，币圈或将迎来“春天”。或因交易员加大了对美国前总统特朗普赢得11月美国总统大选的押注，比特币周一触及两周以来的高点。博彩市场暗示，特朗普在美国总统大选中获胜的机会增加。截至周一美盘，全球最大的加密货币比特币上涨近4%，一度站上63000美元。此次上涨发生在前总统特朗普上周六遭遇戏剧性刺杀事件之后。FedWatch Advisors的首席投资官Ben Emons在一...</p>\n\n<a href=\"https://xnews.jin10.com/details/143422\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"MSTR":"MicroStrategy Incorporated","COIN":"Coinbase Global, Inc.","BTBT":"Bit Digital, Inc.","RIOT":"Riot Platforms","MARA":"Marathon Digital Holdings Inc","CLSK":"CleanSpark, Inc."},"source_url":"https://xnews.jin10.com/details/143422","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120683750","content_text":"一些人认为，若特朗普重返白宫，币圈或将迎来“春天”。或因交易员加大了对美国前总统特朗普赢得11月美国总统大选的押注，比特币周一触及两周以来的高点。博彩市场暗示，特朗普在美国总统大选中获胜的机会增加。截至周一美盘，全球最大的加密货币比特币上涨近4%，一度站上63000美元。此次上涨发生在前总统特朗普上周六遭遇戏剧性刺杀事件之后。FedWatch Advisors的首席投资官Ben Emons在一封电子邮件中表示，“这与1981年里根总统被枪击的事件有某种相似，尽管那不是选举年。在事件发生后，里根的受欢迎程度在双重衰退中迅速攀升。然而，标普500指数在此后的经济低迷中下跌了9%。但在当前强劲的经济中，前总统特朗普的受欢迎程度可能会飙升，并对市场产生积极影响。”投资者在周末表示，他们预计所谓的“特朗普交易”将受到提振。这些交易扩大到包括各种加密股票，如Coinbase和矿商Riot Platforms。Grayscale Investments的研究主管Zach Pandl表示：“比特币的价格在周末上涨了约9%，这可能表明投资者预计特朗普若上任将为加密行业创造更有利的监管环境。”特朗普尚未提出任何关于加密货币监管的详细提案，但这位共和党候选人现在被广泛视为支持该行业，尽管他过去持怀疑态度。他定于本月晚些时候在一次主要的年度比特币会议上发表演讲。特朗普竞选团队自5月起开始接受来自加密行业的捐款，并且他也对这一行业的态度变得越来越积极，并支持这种数字资产的未来。他还试图将自己与支持监管该行业的民主党人区分开来，如参议员伊丽莎白·沃伦。Pandl补充道，“此外，在特朗普的第二个总统任期内，宏观政策的变化，包括持续的赤字支出、美国在国际事务中的领导力下降、美联储的独立性减弱，以及希望通过货币贬值来帮助缩小贸易赤字等可能会在中期内给美元带来下行风险，而任何对美元的下行风险都可能支持比特币的价格。”上个月，渣打银行的分析师表示，美国总统选举是比特币价格的下一个关键催化剂，特朗普获胜可能将其推高至15万美元。Conotoxia的市场分析师Grzegorz Drozdz表示，“最近几个月加密市场并不好过，我们目前正处于之前繁荣的资本流入这个市场的低迷之中，这可以通过稳定币的市值来衡量，这一指标在过去两个月里已冻结。”由于特朗普获胜的可能性增加，以及美国骚乱和不稳定的可能性降低，Drozdz现在看到市场中可能出现“信心的涌入”，这可能在未来几周对加密货币和比特币产生积极影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}