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分析师:比特币和股票没有屈服借贷成本上升压力,仍在利用“特朗普交易”市场热情

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2024-11-25 08:47:34
Beam Capital Management的投资组合经理莫汉纳德·阿马(Mohannad Aama)表示,当前更高的债券收益率可以说增加了市场风险,然而股票和比特币都没有屈服于借贷成本上升带来的压力,而是一直在利用投资者对“特朗普交易”的热情,“不利的一面”是这将使得比特币和股票两种资产的定价都趋于完美。如果企业收益没有达到投资者的期望,或者特朗普不兑现他建立国家比特币储备的承诺,这两个市场可能会陷入困境。
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