ETH价格跑赢BTC价格,这意味着什么?

Tap Chi BitcoinPubblicato 2023-05-26Pubblicato ultima volta 2023-05-26

Introduzione

在过去的四个星期里,以太坊 (ETH) 的价格跑赢了比特币 (BTC),尽管ETH/USD 的价格有所下跌。

在过去的四个星期里,以太坊 (ETH) 的价格跑赢了比特币 (BTC),尽管ETH/USD 的价格有所下跌。

每日时间框架的波数和技术指标表明,它将继续跑赢BTC,达到 2018 年以来的新高。

ETH/ BTC对每周时间框架的技术分析喜忧参半。自 2021 年 5 月以来,价格一直在 0.055 英镑至 0.078 英镑之间交易。

交易区间是一个中性信号,因为价格通常在支撑线和阻力线之间波动,然后最终走出区间。

价格可能在下降的平行通道内交易。即便如此,该模式的支撑线尚未得到充分验证。

然而,与支撑线不同的是,中线已经过多次验证(绿色图标)。因此,如果价格继续维持在通道的上半部分,突破的可能性很大。

此外,每周 RSI 的结果喜忧参半。通过使用 RSI 作为动量指标,交易者可以XEM处于超买或超卖状态,从而决定是增持还是卖出资产。

如果 RSI 高于 50 并且呈上升趋势,则多头具有优势,但如果指标低于 50,则相反。该指标看涨但仍低于 50,没有提供趋势方向的线索。

每周ETH/ BTC图表 |资料来源: TradingView

出于几个原因,每日时间框架前景提供了看涨的前景。

第一,浪数表明价格已经见底。使用艾略特波浪理论,技术分析师检查长期价格模式和投资者情绪以确定趋势的方向。

根据浪的数量,价格完成了ABC修正结构(白色),其中B浪呈三角形。

修正恰好在 0.618 斐波拉契回撤位结束,这一事实进一步支持了这种可能性。

接下来,每日 RSI 形成看涨背离并保持在 50 水平上方,这是另一个看涨信号。

因此,该货币对很可能已经见底,强势反弹在即。

由于ETH是加密市场中最大的竞争币,它的上涨将导致比特币支配率 (BTC.D) 下降。这可能会在短期内引发一波将 FOMO 转化为竞争币。

ETH/ BTC日线图|资料来源: TradingView

尽管有这种看涨预测,但跌破 C 波低点 0.062 英镑将意味着趋势仍然看跌。

在这种情况下,最有可能跌至 0.058 英镑的支撑区域。

Letture associate

Before the Second Attempt at Hong Kong IPO, Topstar 'Hands Out' 548 Million in Related-Party Orders

Tosda, an industrial robotics firm, is making its second attempt at a Hong Kong listing shortly after its first application lapsed. The company has undergone a significant strategic shift, pivoting away from its lower-margin intelligent energy and environmental management system (IEEMS) business to focus on core robotics and machinery. This "revenue-reduction, profit-growth" strategy saw revenue nearly halve from 2022 to 2025, but resulted in a sharp turnaround to profitability, with a 1147% year-on-year increase in Q1 2026 net profit. This restructuring involved spinning off the IEEMS business, leading to a substantial jump in related-party transactions. Following the departure of a former executive, two newly associated companies are expected to handle up to 548 million RMB worth of IEEMS orders in 2026, with Tosda acting as a platform charging a 3% management fee. While profitability has improved, several financial concerns remain. Accounts receivable collection cycles have lengthened, inventory—particularly for robots—has surged significantly despite falling revenue, and the company faces challenges in overseas market expansion. Notably, overseas business currently has a lower gross margin than domestic operations. The company was also recently reprimanded by regulators for accounting inaccuracies related to revenue recognition and bad debt provisions. The success of its strategic pivot and its second listing attempt will depend on managing these financial risks, the transparency of its new business model, and the long-term performance of its core robotics segment.

marsbit6 min fa

Before the Second Attempt at Hong Kong IPO, Topstar 'Hands Out' 548 Million in Related-Party Orders

marsbit6 min fa

Is the AI Bull Market in Jeopardy? Philadelphia Semiconductor Index Breaks Below Key Support at 11,200 Points

The Philadelphia Semiconductor Index (SOX) faces a critical technical and fundamental test. It recently breached a key short-term support level around 11,200 points—a level that held in mid-July—and closed below it. Technical indicators have deteriorated, with the 21-day moving average crossing below the 50-day, signaling bearish momentum. Should the 11,200 support fail, the next major support is the 200-day moving average. The sell-off, which saw memory chip stocks like Micron and Western Digital plunge over 10%, stems from growing concerns about the cyclicality and quality of AI demand. Market participants question the sustainability of the AI capital expenditure boom, highlighted by divergences between the capital expenditures of mega-cap tech firms and semiconductor index performance. However, some positive structural shifts are emerging. Institutional positioning has normalized, unwinding the previously crowded "long semiconductors, short Mag 7" trade, leaving cleaner positioning. Seasonal tailwinds are also approaching, as the NDX historically performs well after this period, potentially supporting a rebound if retail inflows resume. The core question is whether the SOX can hold the 11,200 support. A failure could trigger further declines toward the 200-day moving average, while a successful defense, combined with lighter positioning and seasonal support, could offer a recovery window for the sector.

marsbit6 min fa

Is the AI Bull Market in Jeopardy? Philadelphia Semiconductor Index Breaks Below Key Support at 11,200 Points

marsbit6 min fa

Qualcomm and Arm Fall Together: The Bill for Memory Price Hikes Finally Arrives at Mobile Chip Companies

After posting Q2 FY2026 results, Qualcomm and Arm both saw their shares decline, reflecting the impact of memory price increases on the smartphone chip sector. Qualcomm's revenue of $9.95B slightly beat expectations, but EPS of $2.21 fell short. More concerning was its guidance for next quarter, with EPS projections below analyst estimates. The company directly attributed a >$1.50 per share annual EPS headwind to rising memory costs and supply constraints in Android phones, prompting planned price hikes. While automotive revenue grew 61% and is approaching one-third of phone revenue, the mobile segment declined 20%. Qualcomm also confirmed a significant reduction in its modem share for the upcoming iPhone and outlined a plan for data center revenue to replace all Apple-related income by FY2027. Arm's results surpassed expectations with revenue of $1.29B and EPS of $0.45, and its guidance was also strong. However, its stock fell. Key concerns included royalty revenue failing to set a new record and a downward revision to full-year royalty growth guidance from ~20% to the high-teens, citing weak smartphone demand and high memory prices. Despite robust growth in its data center business, Arm's premium valuation (over 100x forward P/E) means even beating expectations isn't enough to push the stock higher, as any sign of uncertainty is magnified. Ongoing global antitrust investigations add another risk factor. The situation highlights a broader shift. Memory price surges, which boosted Samsung's profits, are now pressuring chip designers. Meanwhile, the semiconductor sector saw significant corrections in July, with the hardest-hit stocks often being those with the biggest AI-driven gains year-to-date. Qualcomm, lacking such a premium, was an exception.

marsbit21 min fa

Qualcomm and Arm Fall Together: The Bill for Memory Price Hikes Finally Arrives at Mobile Chip Companies

marsbit21 min fa

13 Business Lines Surpass $100 Million in Annualized Revenue, Robinhood Moves Toward a 'Super Financial App'

Robinhood Q2 2026 Earnings: Record Revenue and a Push Towards a "Super Financial App" Robinhood (HOOD) reported strong Q2 2026 results, with net revenue reaching $1.308 billion, up 32% year-over-year, and net income hitting $561 million, a 45% increase. The company now has 13 distinct business lines each generating over $100 million in annualized revenue. Key drivers included a 44% surge in transaction-based revenue to $776 million, led by a more than 10x growth in "event contracts" (prediction markets) and strong performance in stocks and options. User metrics also grew, with funded accounts rising to 28.4 million and total assets under custody reaching $369 billion. The Robinhood Gold subscription service hit a record 4.8 million users. The report highlights a strategic shift for Robinhood. Moving beyond its core as a zero-commission trading platform for retail investors, it is actively building a broader financial ecosystem. This includes expanding into wealth management (Robinhood Strategies), payments (Robinhood Credit Card), and next-generation infrastructure like AI-powered "Agentic Trading" and its own Ethereum Layer 2 blockchain, Robinhood Chain. The company's goal is to evolve from a trading app into a comprehensive "super financial app," offering a one-stop shop for investing, cash management, and future on-chain finance.

Odaily星球日报51 min fa

13 Business Lines Surpass $100 Million in Annualized Revenue, Robinhood Moves Toward a 'Super Financial App'

Odaily星球日报51 min fa

Trading

Spot
活动图片