Odaily星球日报讯 QCP Capital 在最新市场简报中指出，美股与加密市场在特朗普宣布“暂停加征关税、除中国外一律征收 10%互惠关税”后大幅反弹，纳指上涨 12.02%，S&P 500 上涨 9.51%，BTC 涨 8.43%，ETH 涨 13.38%，并引发加密市场 1 小时内 7500 万美元空头爆仓。 但 QCP 警示，这一“Make America Wealthy Again”的政策转向更像是阶段性缓和，“中国例外”政策反而令中美贸易战再次升级，对中资资产构成持续压力。人民币汇率已跌至 18 年新低，市场正等待北京是否强势反击，若中方报复升级，当前反弹恐演变为“牛市陷阱”。 此外，QCP 指出尽管短线情绪回暖，但市场对 5 月和 6 月的上行波动仍持谨慎态度，卖方持续利用反弹减仓。与此同时，部分投资者押注 BTC 年底重返 10 万美元，12 月期权买盘活跃。今晚即将公布的美国 CPI 数据将成为市场下一关注焦点，若数据低于预期，或可缓解关税引发的通胀担忧。
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