BlockBeats 消息，5 月 14 日，QCP 发布每日市场观察称，美沙贸易推动市场反弹，美国与沙特阿拉伯签署了一项具有里程碑意义的 6000 亿美元贸易协议，促使关税取消，引发新一轮风险偏好浪潮。
美国 CPI 低于预期，缓解了市场对通胀的担忧，并提振了对降息的押注。但美联储依旧保持谨慎态度。市场目前预期的首次降息时间为 7 月，但我们认为更现实的时间点可能是 9 月，2025 年预计将有两次降息，而一个月前的预期为四次。
在本轮反弹中，加密市场表现超过股市，比特币价格逼近历史高点。以太坊正在努力追赶，ETH/BTC 汇率目前为 0.025。我们认为数字资产仍有进一步上涨空间，特别是在 Coinbase 将于 5 月 19 日正式纳入标普 500 指数的背景下。历史经验表明，指数纳入通常会带来短期催化效应，因为被动型基金需调整配置以更贴近基准指数。
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