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QCP Capital:Q2 往往是风险资产表现最好的季度,但期权市场仍显谨慎

2025-03-25 18:26:04

ChainCatcher 消息,QCP Capital 发文分析称,美国股市近期最快的下跌之一可能已经过去,摩根大通和越来越多的策略师正在告诉他们的客户,指出市场情绪改善和历史上有利的季节性因素共同作用。

受特朗普关税豁免言论提振,BTC 短暂突破 88,000 美元,市场迎来短线反弹。尽管二季度通常是风险资产表现最强的时期之一,期权市场仍显谨慎,看涨倾斜预计要到 6 月才明显。投资者关注本周五季度期权到期和即将公布的 PCE 通胀数据,后者或成下一个关键催化剂。

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