美元、比特币、特斯拉飙升！投资者All In“特朗普交易”

华尔街见闻11-12

“特朗普交易”在市场掀起新高潮，比特币史上首次突破88000美元，特斯拉自选举日来大幅反弹39%，美元也升至四个月高点。上周特朗普胜选后，共和党拿下参议院多数席位，控制众议院可能性也越来越大，资本市场持续兴奋。美元指数创逾四个月新高，非美货币普遍下挫。比特币势不可挡，自大选以来几乎每天都在创新高，全球加密市场总市值三年来首次突破3万亿美元，加密货币相关股票也纷纷走高，分析认为比特币年底前将...

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InvestorsAll In \"Trump Deal\"","themeId":"8dd4097fe66d71fdbc548b0ab4302815","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83042":0.6,"03042":1,"TSLL":1,"TSLA":1,"09439":1,"09008":1,"03008":1,"03439":1,"09042":1},"content_text":"“特朗普交易”在市场掀起新高潮，比特币史上首次突破88000美元，特斯拉自选举日来大幅反弹39%，美元也升至四个月高点。\n上周特朗普胜选后，共和党拿下参议院多数席位，控制众议院可能性也越来越大，资本市场持续兴奋。\n美元指数创逾四个月新高，非美货币普遍下挫。\n比特币势不可挡，自大选以来几乎每天都在创新高，全球加密市场总市值三年来首次突破3万亿美元，加密货币相关股票也纷纷走高，分析认为比特币年底前将冲刺10万美元里程碑。\n特斯拉也开启近乎荒谬式反弹，自选举日以来大幅上涨39%。分析表示，特斯拉是一只典型的“动量”股，涨幅可能像滚雪球般扩大。\n不过，也有分析师表示要警惕，花旗美国股票策略主管Drew Pettit表示：\n\n市场目前处于兴奋状态。乐观主义者认为特朗普将对市场和经济有利，他们忽略了可能发生坏事的情况。特朗普提出的政策，包括高额关税、减税、干预美联储的货币政策以及大规模驱逐数百万移民，可能会推高美国政府赤字，并在数月压力减轻后重新引发通胀。\n\n美元创逾四个月新高，非美货币承压\n“特朗普交易”点燃美元，隔夜彭博美元指数涨0.5%，超过了大选后第二天水平，创逾四个月新高。\n\n非美货币集体承压，欧元兑美元下跌逾 0.6%，盘中一度跌至1.063美元，为4月份以来的最低水平。\n美元兑日元涨0.70%，报153.71日元，全天处于持续震荡上行的状态。\n其他货币方面，英镑兑美元跌0.40%，报1.2870，美元兑瑞郎涨0.55%，报0.8805。\n比特币势不可挡，冲刺10万美元里程碑\n比特币隔夜飙升逾10%，史上首次超过88000美元。自上周大选以来，比特币价格已飙升逾30%，几乎每天都创下历史新高。\n\n整个币圈都在欢呼雀跃，除了比特币飙升外，看涨情绪也提振了较小的代币，包括狗狗币。\n加密货币公司的股价也大幅上涨，隔夜比特币代理公司MicroStrategy上涨26%，加密货币交易所Coinbase上涨近20%，加密货币矿商MARA Holdings和Riot Platforms分别上涨 29% 和 17%。\n\n坎伯兰实验室研究主管Chris Newhous表示：\n\n比特币继续打破预期，创下新高。市场走势似乎终于意识到，未来几年我们将进入一个无可否认的牛市。\n\n投资者押注特朗普将为加密货币行业带来利好，比特币大会组织者BTC Inc的David Bailey表示：\n\n特朗普胜利以及共和党大获全胜的可能性越来越大，为推进变革性立法提供了一个非常独特的机会，美国将成为比特币和加密货币的世界强国。\n预计特朗普政府将支持加密货币行业，并且由于控制着国会两院，将拥有更大的权力颁布有利的立法，特朗普和国会盟友此前已表示支持建立比特币国家储备。\n\n展望未来，比特币期权交易员已经将目光瞄准了10万美元里程碑，根据加密货币期权交易所Deribit的数据，投资者纷纷押注比特币最早将在年底突破这一里程碑。\nDeribit 数据显示，截至伦敦时间周一上午，有9635 枚比特币（价值约 7.8 亿美元）的未平仓合约押注比特币将在12月27日达到 10 万美元。这是该到期日所有交易中押注最高的，Deribit 认为该交易的回报几率为18.6%。\n特斯拉大幅上涨39%，近乎荒谬式大反弹\n马斯克全力支持特朗普，特朗普胜选后，特斯拉的粉丝们也重新振作起来。随着投资者纷纷买入特斯拉股票，自11月5日大选以来，该股已上涨超过39%，市值增加超过3000亿美元。\n\n市场专业人士指出，特斯拉是一只典型的“动量股”，当投资者情绪发生急剧转变时，其涨幅或跌幅都会迅速像滚雪球般扩大。\n Interactive Brokers首席策略师Steve Sosnick表示：\n\n马斯克赌赢特朗普，特斯拉成为受益者，再加上市场热衷于逢低买入、追涨，并且经常使用杠杆或期权来实现这一目的，所以我们得到了近乎荒谬的反弹模式。\n\n期权交易员押注特斯拉将进一步上涨，三个月看涨期权相对于看跌期权的溢价达到2021年初以来最高水平，特斯拉股价有望突破414.50美元的盘中历史高点，该高点是在疫情期间创下的，当时散户投资者推高了许多热门股票的价格。\nWedbush分析师Daniel Ives表示，特朗普入主白宫将“彻底改变”特斯拉的自动驾驶和人工智能业务，他将特斯拉的目标价从之前的300美元上调至400美元。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2482979900"}