BlockBeats 消息，2 月 26 日，QCP 发布每日分析称，全球风险回避情绪导致股市、黄金和比特币下跌，开始传闻滞涨的可能性。数据表明关税已开始影响消费者情绪，虽然确认滞涨还为时过早，但市场对近期事件的反应表明不安情绪在加剧。
美国政府确认对来自加拿大和墨西哥的进口征收 25% 的关税（3 月 3 日起生效），进一步打击了市场情绪。随着对中国采取更强硬措施的预期升高，投资者在不确定性加剧的情况下减少了风险暴露。
在这种环境下，风险资产的边际买家有限，进一步下跌的可能性增加。ETF 流出确认了市场缺乏信心。近期重要事件为 NVDA 财报和 PCE 数据。未来几周，消费者和零售情绪调查将成为关键。这些指标往往领先于实际经济数据，可能会提供滞涨的早期警示信号。保持谨慎，市场依然脆弱。
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