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富富亿万富翁
$BTC $ETH $XAU
#非农今晚揭晓,美股大跌后市场如何押注12月加息?
1.霍尔木兹海峡承担全球约20%原油运输,一旦航道受阻,油价会快速拉升。油价上行会推高全球通胀,直接压制美联储降息预期,甚至重新抬升加息的可能性,美债实际收益率走强,对BTC这类无息风险资产形成利空。
2. 资金避险重新分配
资金会分层流动:黄金、美债是传统避险去处;美股科技、加密货币等高风险资产会优先被抛售。
很多人有误区:战争不等于币圈上涨。当前BTC归类为风险资产,冲突爆发初期,通常是风险偏好下行、资金出逃。
接下来的行情反复无常,兄弟们,你们怎么看?
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