Bitunix分析师:顶尖专家警告降息无法救经济,市场避险情绪升温

Blockbeats
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BlockBeats 消息,9 月 9 日,摩根大通资产管理首席全球策略师大卫·凯利警告,美联储降息可能适得其反,无法真正改善经济前景。他指出降息将削减退休收入、抑制企业借贷,并加重“不确定性税”,恐引发更深层次的经济压力。此观点与市场普遍期待降息提振增长的看法形成鲜明对比。

宏观市场方面,尽管 CME FedWatch Tool 显示 9 月降息 25 基点的概率达 100%,但专家警告降息未必能扭转疲弱的就业数据与企业投资放缓。美债收益率小幅下滑,美元维持震荡整理,避险需求支撑金价走高。市场正处于“政策利多”与“经济基本面恶化”的矛盾拉锯中。

加密市场中,BTC 清算热力图显示,下方较大流动性集中于 108,500–109,000;上方压力区域则落在 113,800–114,200.ETH 仍在 4,250–4,300 支撑区上方震荡,上方压力关注 4,480–4,500。

Bitunix 分析师建议

市场情绪短期仍偏向交易“降息利多”,但若降息无法带来实质经济改善,可能引发风险资产修正。投资人应同时关注美国非农就业数据与后续通胀走势。加密市场需关注 BTC 108,800 支撑与 114,200 压力,以及 ETH 4,250 支撑与 4,500 压力。

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