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Pantera 合伙人 Cosmo Jiang:关税不确定性消除后,可能是第一个触底反弹的资产

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2025-04-03 23:34:25

加密资产管理巨头Pantera合伙人Cosmo Jiang深度解析:特朗普关税政策对数字资产市场的潜在影响



在近期全球市场波动加剧的背景下,Pantera Capital合伙人Cosmo Jiang针对特朗普政府的关税政策发表了独特见解。这位资深加密资产专家指出,特朗普实施的关税措施本质上是一种战略性的谈判工具,其市场影响可能具有高度可逆性。



"当前市场面临的不确定性很大程度上是政策人为注入的,"Jiang强调说,"一旦特朗普政府对其他国家的让步感到满意,这种不确定性可能迅速消散,从而带动整个金融市场实现V型复苏。"



Jiang特别强调数字资产在这一过程中的特殊地位:"作为增长型资产中的先锋部队,加密数字货币往往最先反映市场情绪变化。它们通常是最早下跌的资产类别,但也极可能成为最先触底反弹的市场领域。"



对投资者的影响分析:

1. 政策敏感性:投资者需密切关注贸易谈判进展,政策转向可能带来快速市场反转

2. 资产配置机遇:数字资产可能提供市场复苏初期的超额收益机会

3. 风险管理:需警惕政策不确定性导致的短期剧烈波动风险

4. 长期视角:具备战略眼光的投资者可把握市场情绪过度反应带来的价值投资机会

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