美元下跌推動比特幣和股市上漲

由於美國初請失業金人數增加，美元兌主要貨幣下跌，對比特幣和股市有正面影響。美元指數 (DXY) 下跌 0.45%，而在失業數據公佈後，標準普爾 500 指數已接近歷史高位，表明美元強勢可能會出現調整。此外，受益於美元疲軟和經濟成長放緩的預期，比特幣在過去 24 小時內上漲了 2.5%。

Weakening Dollar Buoys Equity and Cryptocurrency Markets, Benefits Bitcoin

美元疲軟提振股市和加密貨幣市場，有利於比特幣

The United States dollar has succumbed to a downturn following the release of disappointing unemployment claims data, providing a tailwind to Bitcoin (BTC) and equating markets.

在公佈令人失望的失業救濟數據後，美元陷入低迷，為比特幣（BTC）和等價市場提供了推動力。

U.S. Dollar Retreat

美元回落

According to TradingView data, the U.S. Dollar Index (DXY), which gauges the greenback's strength against a basket of major world currencies, witnessed a 0.45% decrease from Thursday's peak of 105.73 to 105.25.

根據TradingView數據，衡量美元兌一籃子世界主要貨幣強勢的美元指數（DXY）從週四高點105.73下跌0.45%至105.25。

Equity Market Resilience

股票市場的彈性

In contrast, the S&P 500 traded within 1% of its record high after the publication of the U.S. unemployment figures. By Thursday's close, the Dow Jones had surged by 0.85%, the S&P 500 had gained 0.51%, and the Nasdaq Composite had risen by 0.27%.

相較之下，在美國失業數據公佈後，標準普爾 500 指數的交易價格與歷史高點相差不到 1%。截至週四收盤，道瓊指數上漲0.85%，標準普爾500指數上漲0.51%，那斯達克指數上漲0.27%。

Bitcoin Ascent

比特幣上漲

Bitcoin's value has increased by 2.5% over the past 24 hours and was trading at $62,927 at 9:06 a.m. ET, as per The Block's Price Page.

根據 The Block 的價格頁面，比特幣的價值在過去 24 小時內上漲了 2.5%，截至美國東部時間上午 9:06，交易價格為 62,927 美元。

Analysts' Insights

分析師的見解

"U.S. rates appear to have peaked on April 30, with minus 20bps for the U.S. two-year yield, to price lower growth, the DXY is down 1% and bitcoin is up 8% since then," Aurelie Barthere, Principal Research Analyst at Nansen.ai, told The Block.

「美國利率似乎在4 月30 日達到峰值，美國兩年期公債殖利率為負20 個基點，考慮到經濟成長放緩，美元指數自那時以來下跌了1%，而比特幣則上漲了8 %，」Aurelie Barthere 首席研究分析師Nansen.ai 告訴 The Block。

ING bank FX strategist Francesco Pesole noted in a report on Friday, "the negative dollar response to a modest tick-up in U.S. jobless claims yesterday tells us that the widely overbought dollar remains quite vulnerable to even slightly softer U.S. data releases and now markets could also be buying in more convincingly on the softening U.S. jobs market narrative."

ING銀行外匯策略師Francesco Pesole週五在一份報告中指出，「美元對昨天美國初請失業金人數小幅上升的負面反應告訴我們，廣泛超買的美元仍然很容易受到美國數據發布的輕微疲軟的影響，現在市場可能會也更有說服力地相信美國就業市場疲軟的說法。

Positive Sentiment for Risk Assets

對風險資產的正面情緒

The lower DXY coincides with weaker employment data emerging from the U.S., which provides further evidence that the labor market in the U.S. is gradually cooling and could put pressure on the Federal Reserve to cut rates sooner.

美元指數走低與美國就業數據疲軟同時發生，進一步證明美國勞動市場逐漸降溫，並可能給聯準會帶來更快降息的壓力。

The heightened anticipation of a Fed rate cut and a lower DXY could prompt investors to shift capital out of safer assets like bonds and into riskier assets like equities and cryptocurrencies like Bitcoin.

對聯準會降息和美元指數走低的預期加劇可能會促使投資者將資金從債券等較安全的資產轉移到股票和比特幣等加密貨幣等風險較高的資產。

Cautionary Note

注意事項

However, Barthere emphasized that any further dollar decline could also negatively impact both credit markets and risk assets. "Investor's should remain attentive to potential signs of greater growth weakness, which might not be positive for risk assets including crypto, as equities and credit are rich in terms of historical valuations and risk premia."

然而，巴特爾強調，美元進一步下跌也可能對信貸市場和風險資產產生負面影響。 “投資者應繼續關注成長進一步疲軟的潛在跡象，這可能對包括加密貨幣在內的風險資產不利，因為股票和信貸的歷史估值和風險溢價都很豐富。”

Slowing U.S. Jobs Narrative Gains Traction

美國就業放緩的說法受到關注

On Thursday, the weekly jobless claims report from the U.S. Labor Department revealed that new claims for unemployment benefits rose last week to the highest level in more than eight months.

週四，美國勞工部公佈的每周初請失業金人數報告顯示，上週新增失業救濟金申請人數升至八個多月以來的最高水準。

This news follows a weaker U.S. jobs report last Friday, which showed that employers added only 175,000 jobs last month, falling short of economists' expectations for a 243,000 increase.

這項消息是在上週五美國就業報告疲軟之後發布的，該報告顯示雇主上個月僅增加了 175,000 個就業崗位，低於經濟學家預期的 243,000 個增長。

The GM 30 Index, representing several of the top 30 cryptocurrencies, has increased by 2.53% to 131.96 over the past 24 hours.

代表前 30 名加密貨幣中的幾種的 GM 30 指數在過去 24 小時內上漲了 2.53% 至 131.96。

Disclaimer

免責聲明

The Block is an independent media outlet that provides news, analysis, and information. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies within the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Listed here are our current financial disclosures.

The Block 是一家提供新聞、分析和資訊的獨立媒體機構。截至 2023 年 11 月，Foresight Ventures 是 The Block 的主要投資者。 Foresight Ventures 投資於加密領域的其他公司。加密貨幣交易所 Bitget 是 Foresight Ventures 的主要 LP。 The Block 繼續獨立經營，提供有關加密產業的客觀、有影響力和及時的資訊。這裡列出的是我們目前的財務揭露。

© 2023 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not provided or intended for use as legal, tax, investment, financial, or other advice.

© 2023 街區。版權所有。本文僅供參考。它不提供或旨在用作法律、稅務、投資、財務或其他建議。