黄金、比特币双双创出历史新高,美国政府关门刺激“美元贬值交易”

华尔街见闻
Oct 06, 2025

受美国政府关门刺激,市场对美国财政担忧和美元贬值加剧,推动黄金和比特币价格屡创新高,其中黄金突破3900美元/盎司,比特币超越125000美元。美元指数年内累计下跌约10%。分析师认为,受长期通胀、高赤字等结构性因素驱动,该交易仍有上升空间。随着投资者对美国财政前景和美元价值的担忧加剧,一种旨在对冲美元贬值的“贬值交易”正成为今年最受欢迎的投资主题之一,推动黄金和比特币价格双双升至历史高位。...

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