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昨天公佈的gdp數據和通脹數據都高於預期 顯示了現在美國經濟狀況其實是過熱的,但是現在市場還是預期9月份會降息 但數據不支持降息的情況下,說明市場走勢和實際情況產生了較大的預期差,這個預期差演繹得比較離譜,一旦9月降息預期落空,那麼暴跌就在路上
今晚會再次公佈核心通脹數據 數據結果只要不低於預期,我認為是有一定利空效果的
今天btc反彈力度較大 比eth強不少,主要是因為btc的彈性更好一些 不排除今天再次探底的可能性
另外美股ai板塊也開始了強勢下跌,利空數字資產,這點尤其注意
基本面分析,大家參考即可