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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2482979900?lang=en_US&edition=fundamental","thumbnail":"https://wpimg-wscn.awtmt.com/a9956a2b-77e7-4565-b1f8-be1f86d710d4.png","is_english":false,"pubTime":"2024-11-12 08:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2482979900","market":"hk","top_or_hot":-1,"title":"美元、比特币、特斯拉飙升！投资者All In“特朗普交易”","media":"华尔街见闻","content":"<div>\n<p>“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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3733736\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美元、比特币、特斯拉飙升！投资者All In“特朗普交易”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美元、比特币、特斯拉飙升！投资者All In“特朗普交易”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-12 08:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3733736><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3733736\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4511","symbol_name":"特斯拉概念","start_time":0,"source_url":"https://wallstreetcn.com/articles/3733736","article_id":"2482979900","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/a9956a2b-77e7-4565-b1f8-be1f86d710d4.png"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3733736","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2482979900","pubTimestamp":1731372691,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"“特朗普交易”掀起新高潮，美元创逾四个月新高，非美货币承压；比特币势不可挡，年底前冲刺10万美元里程碑；特斯拉自大选日以来，近乎荒谬式大幅反弹39%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"83042":"华夏比特币-R","BK4511":"特斯拉概念","03042":"华夏比特币","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","03439":"嘉实比特币","BK4592":"伊斯兰概念","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","09042":"华夏比特币-U","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2063271972.USD":"富兰克林创新领域基金","09439":"嘉实比特币-U","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4588":"碎股","03008":"博时比特币","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","09008":"博时比特币-U","BK4555":"新能源车","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"translate_title":"Dollar, Bitcoin, Tesla Soar! 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":null,"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":"4.29.1","shortVersion":"4.29.1","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"}