分析:比特币震荡反弹至 6.7 万美元,特朗普关税言论重燃宏观紧缩预期

BTC1,17%

ChainCatcher 消息,据 CoinDesk 报道,比特币周四走势持续震荡,在一度跌至约 65,900 美元后反弹至 67,000 美元附近,市场关注焦点转向特朗普最新关于贸易与关税的表态。

他此前在 Truth Social 上发文称,美国贸易逆差已因对其他国家和企业征收关税而“减少 78%”,并表示今年有望实现数十年来首次转为顺差。

分析认为,若关税预期升温可能影响通胀路径,并强化“利率维持更高更久”的市场定价。在此情境下,美元通常走强,风险资产承压,比特币等加密资产也易受到流动性与利率预期变化的影响。

市场观点认为,若关税叙事进一步强化并推动美元走强与金融环境收紧,比特币反弹动能或难持续;若相关言论淡化为政治噪音,加密市场或将重新聚焦资金流向、杠杆情况及关键技术位得失。

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