BlockBeats 消息，6 月 12 日，HTX DeepThink 专栏作者、HTX Research 研究员 Chloe（@ChloeTalk1）围绕昨日公布的美国 5 月 CPI 数据分析指出，核心 CPI 环比仅上涨 0.1%，低于预期，显示企业仍在自行消化关税压力，或依赖库存进行缓冲。短期内通胀暂时受控，有利于情绪回暖，但未来几个月仍可能迎来新一轮物价上涨。
此外，长期美债收益率仍维持在高位，30 年期报 4.91%，显示资金成本压力依旧未减。尽管中美恢复了稀土出口合作，但协议仅限民用，且为期 6 个月，未涵盖军工用途，凸显双方战略博弈仍在持续。中东局势则持续紧张，伊朗威胁若核谈失败将袭击美军基地，特朗普对协议前景表示悲观。
此前几日，比特币连续上涨至 11 万美元上方，买盘集中在亚洲交易时段，以短线投机资金为主，尚未见到机构的长期建仓迹象。整体来看，此轮反弹更多是由“通胀缓和 + 亚洲投机“双重因素驱动。
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