智通财经APP获悉，美国银行策略师迈克尔·哈特内特表示，正关注泡沫化资产的头寸平仓，但预计关键支撑位将守住。

这些关键水平包括：

- 道富科技精选行业SPDR ETF(XLK.US)——133美元

- 比特币(BTC-USD)——5.8万美元

- 黄金——4550美元/盎司

哈特内特指出，华尔街多头持仓——如“科技七巨头”、加密货币(IBIT.US、ETHA.US)、贵金属(GLD.US、SLV.US)及私募信贷(BIZD.US、PRIV.US)——近期遭遇“痛苦的崩塌”，而空头品种如小盘股(IWM.US)、必需消费品(XLP.US)、能源股(XLE.US)则相对抗跌。

这一轮抛压主要源于“三重顶”共振：“仓位达峰值、流动性见顶(降息预期减少、加息风险抬头)、政治周期触顶(亲商的特朗普支持率走低)”。

但哈特内特补充称，只要美元指数不出现系统性飙升并冲上100关口，且美债收益率(TBT.US、TLT.US、SHY.US、IEF.US、IEI.US)不发生“崩盘式异动”，当前行情仍属于一场“规模可观、健康有益、早该进行的泡沫清洗”。

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