SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

Odaily星球日报Publicado em 2024-03-05Última atualização em 2024-03-05

Resumo

传统金融市场昨天处于区间震荡，股市在近期区间内盘整，但由于企业债供应增加，整体收益率曲线走高。加密货币方面，主流货币/altcoins/memecoins都跳空走高，X/Twitter上到处都有投资者提到巨额收益。

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

传统金融市场昨天处于区间震荡，股市在近期区间内盘整，但由于企业债供应增加，整体收益率曲线走高。Powell 即将于周三/周四赴国会作证，企业纷纷急于在本周的前两天进行债券发行， 48 小时内预计将有 300-350 亿美元的债券完成定价。昨天主要的消息来自亚特兰大联储 Bostic，他在一篇文章中表达了担忧，认为降息可能会释放新的需求，从而加剧价格压力，他在问答中进一步表示，预计“首次降息后可能会暂时按兵不动，以评估影响…希望能够尽可能保持当前缩表速度”。

本周将迎来一连串美联储官员发言，包括 Daly（周三）、Kashkari（周三）、Mester（周四）和 Powell（周三至周四），市场将密切关注是否有进一步的鹰派调整信息。

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

在股票方面，没有特别引人注目的消息，不过 Bloomberg 指出，SPX 表现的集中度已达到历史极端水平，表现优于指数的成分股比例处于互联网泡沫以来的最低水平，换句话说，SPX 指数的上涨完全是由少数股票（例如 Nvidia）所推动的，即使是长期稳定的股票如 Apple 和 Tesla，年初至今的表现也落后于指数。

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

虽然股票的出色表现在很大程度上可以归因于巨大的 EPS 增长，但仍然有理由相信我们可能正在接近股票的中期顶部，几乎所有风险资产类别（股票、信贷、加密货币）的风险情绪都在失控边缘。

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

加密货币方面，主流货币/altcoins/memecoins 都跳空走高，X/Twitter 上到处都有投资者提到巨额收益。ETF 方面，交易仍保持活跃，根据 Bloomberg 的报导，交易量达到 55 亿美元，为推出以来第二高的日交易量。

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

当前永续资金费率非常高，许多交易所的年化费率在周末期间飙升至 50% 以上，而 BTC 期货基差也扩大至 30% 左右。FOMO 的现象在期权中更加明显，过去 24 小时内有大量 7 万到 8 万美元的看涨期权买盘。市场情绪持续高涨，BTC 在夏季前触及 10 万美元的预期也开始上升，提醒各位要注意风险，小心安全！

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

SignalPlus宏观分析(20240305)：加密市场暴涨，情绪持续高涨

您可在 ChatGPT 4.0 的 Plugin Store 搜索 SignalPlus ，获取实时加密资讯。如果想即时收到我们的更新，欢迎关注我们的推特账号@SignalPlus_Web3 ，或者加入我们的微信群（添加小助手微信：SignalPlus 123）、Telegram 群以及 Discord 社群，和更多朋友一起交流互动。

SignalPlus Official Website：https://www.signalplus.com

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