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分析:宏观因素助推比特币延续涨势,通胀仍为核心风险

2025-09-19 15:04:55
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ChainCatcher 消息,Matrixport 投研报告指出,美国经济韧性强劲,信用利差收窄降低企业再融资成本,推动人工智能应用提升运营效率,为风险资产提供支撑。

历史数据显示,信用利差收窄常伴随股市及比特币走强,增加本轮比特币行情延续可能性。然而,通胀仍为核心风险。模型预测未来通胀率将回落至 2% 以下,与市场普遍预期存在分歧。能源价格下降及住房成本回落或降低通胀长期维持高位的可能性。尽管比特币下一轮行情驱动因素尚不明确,新一轮上涨动能正在逐步形成。

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