美国交易所交易基金（ETF）市场正在呈现分化格局：投资者从黄金转向其“数字替代品”比特币。数据显示，过去五周美国比特币ETF吸金超90亿美元，贝莱德iShares比特币ETF （IBIT）吸金最多，同期黄金ETF资金流出超过28亿美元。

　　贸易紧张局势缓和削弱黄金等传统避险资产需求，而比特币作为替代储值资产的地位正在不断提升，与此同时，投资者对美国财政赤字的担忧也在加剧。

　　比特币本月在稳定币法案进展等利好的推动下创下111，980美元的历史高点，黄金虽然年内仍涨25%，但已从峰值回落约190美元。

　　Jefferies全球股票策略师Christopher Wood表示：“我仍看好黄金和比特币，它们始终是对冲七国集团货币贬值的最佳工具。”

　　不过，质疑者指出比特币的高波动性仍阻碍其成为真正避险资产。去年8月日元套利交易平仓时，比特币与其他风险资产同步暴跌。

 

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责任编辑：王永生

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