星球日报 | 美国大选辩论后特朗普相关概念股普跌；美国核心CPI符合市场预期（9.12）

Odaily星球日报Publicado em 2024-09-12Última atualização em 2024-09-12

Resumo

美国8月季调后核心CPI月率0.3% ，预期0.20% ，前值0.20%。

星球日报 | 美国大选辩论后特朗普相关概念股普跌；美国核心CPI符合市场预期（9.12）

头条

美国大选辩论后特朗普相关股和加密货币概念股普跌

美国大选辩论后，特朗普媒体科技集团（DJT.O）美股盘前下跌 13% 。区块链概念股普跌，微策略（MSTR.N）、Riot Platforms（RIOT.O）跌约 3% ，Coinbase（COIN.O）跌 2% 。

美国核心 CPI 符合市场预期，美元指数 DXY 短线拉升超 20 点

美国 8 月未季调核心 CPI 年率为 3.2% ，与上月数据持平，符合市场预期，此前连续四个月走低。美元指数 DXY 短线拉升超 20 点，现报 101.67 。

美国 8 月季调后核心 CPI 月率 0.3% ，预期 0.20% ，前值 0.20% 

美国 8 月季调后核心 CPI 月率 0.3% ，预期 0.20% ，前值 0.20% 。

行业新闻

马斯克：哈里斯口头表现超出很多人预期，但仍相信特朗普在具体事务处理会做得更好

马斯克于 X 平台发文对早些时候的美国总统大选辩论评论道：“虽然我认为辩论主持人对特朗普不公平，但哈里斯在今晚（的口头表现确实）超出了大多数人的预期。也就是说，在处理具体事务时，不仅仅是说一些听起来好听的话，我坚信特朗普会做得更好。毕竟，如果哈里斯能做出了伟大的成就，为什么她还没有做到？拜登（现在已经）很少工作，所以她基本上已经掌权了。这个问题可以归结为：你想要当前的趋势继续 4 年还是想要改变？”

高盛 CEO 所罗门：目前猜测美联储首降 25 基点，预计将看到两次甚至三次降息

高盛 CEO 所罗门表示，随着秋季的到来，预计将看到两次，甚至可能三次美联储降息。银行的前景预期略显疲软，我仍然认为软着陆是最可能的结果，目前的猜测是美联储将首降 25 个基点，但 50 个基点仍有可能。

英政府提交法案，拟将 NFT、代币化 RWA 等加密资产定义为个人财产

英国政府向议会提交了一项法案，旨在明确数字资产的法律地位，包括加密货币、NFT 和代币化 RWA，根据英国法律将被定义为个人财产。
拟议的立法为法律界在离婚等所有权纠纷案件中提供指导方针，并为受到欺诈或诈骗影响的加密货币所有者提供保护。该法案引入了一种新的财产类别，超越了现有的“占有物”（如金钱和汽车）和“动产”（如债务和股票）类别。

FTX/Alameda 关联钱包 7 小时前从 Solana PoS 质押中赎回 177693 枚 SOL，约合 2375 万美元

据链上分析师余烬监测，FTX/Alameda 关联钱包 H 4 y...gFZ 在 7 小时前从 Solana PoS 质押中赎回 177, 693 枚 SOL（2375 万美元），可能会在后续将 SOL 转移至 CEX。
H 4 y...gFZ 地址目前仍有高达 705.7 万枚 SOL （9.43 亿美元）处于质押中。

灰度：Grayscale Sui Trust 已向寻求投资 SUI 的合格投资者开放

灰度在 X 平台上发文宣布，旗下 SUI 信托基金 Grayscale Sui Trust 已向寻求投资 SUI 的合格投资者开放。

摩根士丹利：CPI 数据已符合 25 个基点的降息预期

摩根士丹利 E*Trade 的 Chris Larkin 表示，市场普遍预期美联储将在下周降息 25 个百分点，今天的 CPI 数据或多或少与目标持平，符合 25 个基点的降息预期。那些希望降息幅度更大的投资者可能会感到失望，但随着通胀似乎得到控制，市场可能会将注意力转回到经济增长方面，尤其是就业情况。

行情预测

Matrixport：比特币走势或不受美国大选影响

Matrixport 发布图表称，虽然大家关注下一任美国总统对比特币的影响，但实际上，影响可能更多体现在比特币生态系统的监管上，而非比特币本身。
在共和党（2016-2020 年）和民主党（2020-2024 年）执政期间，加密货币都经历了强劲上涨。因此，尽管媒体热议即将到来的大选，但无论谁入主白宫，比特币都可能会保持积极表现。

项目要闻

Polymarket 8 月访问量创纪录达 1380 万次，远超 Uniswap 访问量

加密分析师 The DeFi Investor 于 X 平台发文表示，预测市场平台 Polymarket 在 8 月份的访问量达到创纪录的 1380 万次，显著超过了 Uniswap 同期 370 万的访问量，Polymarket 是本周期的杀手级应用。

StarkWare 生态主管提醒 Fractal 或存在安全问题

StarkWare 生态主管在 X 平台发文表示，Fractal Bitcoin 或存在安全问题。
1.RPC 凭据是硬编码的，无法通过环境变量进行配置，并且 RPC 服务器公开暴露容易受到攻击；
2.允许来自任何 IP 地址的 RPC 连接也非常危险，会使用户的节点面临来自任何地方的潜在攻击；
3.某些设置允许来自任何 IP 的 ZeroMQ 连接会带来安全风险；消除连接数量的限制可能会导致资源耗尽；
4.官方 GitHub 组织或仓库难以识别等。

BounceBit：将从白名单系统转为无许可链

BounceBit 发布公告表示，明天将发布一项治理提案，BounceBit 将从白名单系统转变为对所有开发者和用户开放的无许可区块链。
在白名单阶段，BounceBit 专注于开发 CeDeFi 和 BounceClub。在新阶段中，BounceBit 团队将继续开发新的 DApp 和基础设施，同时提供丰富的开发者资源，包括私有 RPC、文档和技术支持。

Cyvers Alerts：印尼加密交易平台 indodax 钱包疑遭攻击，总损失约 1820 万美元

据 Cyvers Alerts 监测，印尼加密交易平台 indodax 的钱包在不同网络上进行了超过 150 笔可疑交易，总损失约 1820 万美元，可疑地址正在将各种代币兑换为以太坊。

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A massive wave of IPOs from AI giants like OpenAI, Anthropic, and SpaceX is taking shape, potentially reshaping the U.S. stock market. OpenAI is reportedly preparing for a historic IPO, targeting a valuation over $1 trillion and raising roughly $60 billion, which would dwarf previous records. Anthropic is also advancing its own IPO plans, projecting significant revenue growth and achieving quarterly operating profit. However, their financial profiles starkly differ. While Anthropic is nearing profitability with a focus on enterprise clients, OpenAI continues to report substantial losses, with a negative operating margin and expectations for positive cash flow only by 2029-2030. Analysts warn these listings could trigger a major "passive fund reshuffle," forcing index funds to sell holdings in established tech giants to make room for the new entrants, potentially pressuring the broader market. Some observers view the IPO rush as a "risk transfer," allowing early private investors to cash out at peak valuations while passing future financial uncertainty to public market investors. The divergent paths of Anthropic's near-term profitability versus OpenAI's long-term, high-cost growth narrative present a critical choice for investors. The outcome of these IPOs is seen as a major swing factor for risk assets in 2026, testing whether this surge marks a new cycle or a potential peak.

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