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Galaxy 研究主管:ビットコインの年末価格予測目標を12万ドルに引き下げ。

2025-11-05 23:22:02

据 CoinDesk 报道,Mike Novogratz 旗下 Galaxy Digital 的研究主管 Alex Thorn 在周三给客户的一份报告中写道:"尽管比特币的结构性投资逻辑依然强劲,但周期性动态已发生变化。"

考虑到巨鲸分布、对比特币相关投资兴趣减退、资金转向黄金、人工智能和稳定币等竞争性投资领域以及财库公司的"疲软"等因素都对比特币构成不利影响,Thorn 将比特币的年底价格目标从 185,000 美元下调至 120,000 美元。

至少还有两位分析师的观点略显乐观。ByteTree 首席投资官 Charlie Morris 表示,目前没有必要对比特币过于悲观,10 万美元的价位有可能成为一个重要的支撑位,因为它已经多次经受考验。渣打银行的 Geoffrey Kendrick 从波动中看到了机会,并提出分阶段逢低买入策略。

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