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危机,危险中产生机会
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先买一万当彩票
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本周,关注3件大事: (1)以色列对哈马斯的进攻,是否会引发大规模冲突 当前谈判破裂,以色列国内仍然有非常强大的民意支持继续战争, 如果小规模冲突没问题,但如果卷入埃及和伊朗的冲突将导致BTC大跌 , 大规模冲突概率30%。 (2)本周五晚上出炉美国4月PCE数据 周五晚上8:30公布 高于预期利空 如果低于预期 (3)美国财政部20年多来首次出手回购美债 从本周三开始,美国财政部将启动一系列美债回购,间接对币圈小利好 , 财政部回购大量国债,减少市场上的国债供应,从而推高国债价格,压低收益率,利好币圈风险资产 。
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