美元下跌推动比特币和股市上涨

由于美国初请失业金人数增加，美元兑主要货币下跌，对比特币和股市产生积极影响。美元指数 (DXY) 下跌 0.45%，而在失业数据公布后，标准普尔 500 指数已接近历史高位，表明美元强势可能会出现调整。此外，受益于美元疲软和经济增长放缓的预期，比特币在过去 24 小时内上涨了 2.5%。

Weakening Dollar Buoys Equity and Cryptocurrency Markets, Benefits Bitcoin

美元疲软提振股市和加密货币市场，有利于比特币

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.

在公布令人失望的失业救济数据后，美元陷入低迷，为比特币（BTC）和等同市场提供了推动力。

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.

根据TradingView数据，衡量美元兑一揽子世界主要货币强势的美元指数（DXY）从周四高点105.73下跌0.45%至105.25。

Equity Market Resilience

股票市场的弹性

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%.

相比之下，在美国失业数据公布后，标准普尔 500 指数的交易价格与历史高位相差不到 1%。截至周四收盘，道琼斯指数上涨0.85%，标准普尔500指数上涨0.51%，纳斯达克综合指数上涨0.27%。

Bitcoin Ascent

比特币上涨

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.

根据 The Block 的价格页面，比特币的价值在过去 24 小时内上涨了 2.5%，截至美国东部时间上午 9:06，交易价格为 62,927 美元。

Analysts' Insights

分析师的见解

"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.

“美国利率似乎在 4 月 30 日达到峰值，美国两年期国债收益率为负 20 个基点，考虑到经济增长放缓，美元指数自那时以来下跌了 1%，而比特币则上涨了 8%，”Aurelie Barthere 首席研究分析师Nansen.ai 告诉 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银行外汇策略师Francesco Pesole周五在一份报告中指出，“美元对昨天美国初请失业金人数小幅上升的负面反应告诉我们，广泛超买的美元仍然很容易受到美国数据发布的轻微疲软的影响，现在市场可能会也更有说服力地相信美国就业市场疲软的说法。”

Positive Sentiment for Risk Assets

对风险资产的积极情绪

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.

美元指数走低与美国就业数据疲弱同时发生，这进一步证明美国劳动力市场正在逐渐降温，并可能给美联储带来更快降息的压力。

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.

对美联储降息和美元指数走低的预期加剧可能会促使投资者将资金从债券等较安全的资产转移到股票和比特币等加密货币等风险较高的资产。

Cautionary Note

注意事项

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，巴特尔强调，美元进一步下跌也可能对信贷市场和风险资产产生负面影响。 “投资者应继续关注增长进一步疲软的潜在迹象，这可能对包括加密货币在内的风险资产不利，因为股票和信贷的历史估值和风险溢价都很丰富。”

Slowing U.S. Jobs Narrative Gains Traction

美国就业放缓的说法受到关注

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.

周四，美国劳工部公布的每周初请失业金人数报告显示，上周新增失业救济金申请人数升至八个多月以来的最高水平。

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.

这一消息是在上周五美国就业报告疲软之后发布的，该报告显示雇主上个月仅增加了 175,000 个就业岗位，低于经济学家预期的 243,000 个增长。

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 名加密货币中的几种的 GM 30 指数在过去 24 小时内上涨了 2.53% 至 131.96。

Disclaimer

免责声明

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 是一家提供新闻、分析和信息的独立媒体机构。截至 2023 年 11 月，Foresight Ventures 是 The Block 的主要投资者。 Foresight Ventures 投资于加密领域的其他公司。加密货币交易所 Bitget 是 Foresight Ventures 的主要 LP。 The Block 继续独立运营，提供有关加密行业的客观、有影响力和及时的信息。这里列出的是我们当前的财务披露。

© 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 街区。版权所有。本文仅供参考。它不提供或旨在用作法律、税务、投资、财务或其他建议。