比特幣再衝破10萬關 渣打料大戶加持下今季或最少升至12萬美元 (15:50) – 20250509 – 即時財經新聞

渣打銀行數碼資產主管Geoff Kendrick早前成功預測比特幣將於特朗普當選日衝上7.3萬美元大關,相關預測已然成真,他近期在一封寄給其客戶的電郵中表示,過去三周內美國比特幣現貨ETF錄得53億美元資金流入,反映有更多的機構資金正在湧入。

據此他認為,美國乃至世界範圍內的資金配置部署正在重塑,而他自己早前關於每枚比特幣達到12萬美元的預測已「很有機會成真」、「甚至可能過低」。

比特幣升破10萬美元關,HashKey Group首席分析師丁肇飛則指早有預兆。他表示,早在4月底,比特幣就出現了與美股同頻脫錨的情況,逆美股拉升走出獨立行情,這為比特幣重返10萬美元埋下了伏筆。而其後機構持續買入比特幣,令比特幣價格有支持。2024 年年底,貝萊德比特幣 ETF(IBIT)資產規模達343億美元,超越iShares黃金信托基金(IAU)的330億美元。這訊號表明傳統機構對比特幣的長期信心在逐漸增強,為比特幣重新定價埋下了伏筆。而Strategy、Thumzup、Metaplanet 等企業持續不斷增持比特幣,進一步鞏固了市場的買方力量,吸引更多增量資金入場,支撐特幣價格攀升。

此外,加密市場的流動性也在悄然改變。據區塊鏈數據平台CoinGecko統計,2025年4月USDT增發量高達50億美元,使得針對加密市場的資金更為充裕。在這次比特幣上漲的過程中,沒有出現此前比特幣向山寨幣吸血導致山寨幣下跌的情況,而是出現了普漲的市場熱情場景。USDT的增發,與美國今年將要推行的穩定幣法案有關,預計隨著穩定幣法案的推進,未來USDT的數量還會不斷增加。

政策層面,丁肇飛認為相關風向亦在轉好,包括早前美國新罕布什爾州、亞利桑那州陸續推動建立比特幣戰略儲備的法案等,相信相關舉措對市場信心有極大增強作用。

宏觀環境層面,丁肇飛指英美達成貿易協議,讓市場認為關稅戰的影響將會逐漸減弱,繼而引發比特幣價格暴漲。他相信,未來比特幣的價值發現之旅仍將持續,其價格走勢將持續受到全球經濟形勢、政策法規以及市場情緒等多因素的共同影響。

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半日沽空金額減17% 盈富沽空增16% 街貨兩周高 南方恒生科技街近5個月高

神威藥業首季收入跌32%

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小黃鴨德盈斥250萬幣組合營 開發IP矩陣的AI大模型智能產品

恒指半日升1點 半日成交不足千億 北水轉流入 中芯跌6% 華虹跌12%

渣打:中國貿易數據強勁或部分因出口繞道 人民幣料仍偏弱

滬深三大指數半日向下 滬指跌0.26%

港元拆息普遍向下 1個月HIBOR續見逾兩年低 港元貶值見1個月最弱

中國4月美元計價出口增8.1% 進口跌0.2% 均好過預期

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