Odaily星球日报訊 數據顯示美債收益率利差已擴大至 2021 年以來高位,市場對包括比特幣在內的風險資產前景轉趨謹慎。Nedgroup Investments 固定收益主管 David Roberts 表示,持續走高的收益率將對全球股市構成壓制,壓力主要集中在長期國債,長期收益率上升將提高持有無收益資產的機會成本,從而削弱股票及比特幣等高 Beta 風險資產的吸引力。此外,黃金的相對強勢亦被視為比特幣的另一重阻力,彭博情報策略師 Mike McGlone 表示,黃金正進行一輪“歷史級 alpha 獲取”,在長期美債收益率上升的同時吸引資金流入。若投資者持續偏好低波動的價值儲存資產,比特幣重返 10 萬美元等關鍵心理關口的難度或將上升。(CoinTelegraph)
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