失业救济人数上升，美元暴跌，提振比特币和股票

美国初请失业金人数的增加导致美元价值出现负面反应，导致比特币和股市上涨。美元指数 (DXY) 下跌 0.45%，而标准普尔 500 指数则接近历史新高。受益于美国就业市场疲软以及美联储降息预期，比特币也上涨了 2.5%。

Dollar Declines on Jobless Claims Uptick, Boosting Bitcoin and Equities

美元因初请失业金人数上升而下跌，提振比特币和股票

In a significant market development, the U.S. dollar has undergone a notable depreciation following an increase in jobless claims, positively impacting both bitcoin and equity markets. Analysts attribute this inverse correlation to a growing perception of softening economic growth in the United States.

在一个重大的市场发展中，随着申请失业救济人数的增加，美元显着贬值，对比特币和股票市场产生了积极影响。分析师将这种负相关归因于人们对美国经济增长疲软的看法日益增强。

Traders witnessed a notable 0.45% decline in the U.S. Dollar Index (DXY) from its Thursday peak of 105.73, reaching 105.25. This retreat coincided with the release of U.S. unemployment figures, highlighting a modest rise in new jobless claims last week.

交易员目睹美元指数 (DXY) 从周四高点 105.73 大幅下跌 0.45%，至 105.25。此次回落恰逢美国失业数据公布，突显上周新增失业救济人数小幅上升。

Equity markets, conversely, demonstrated resilience amidst the economic data. The S&P 500 traded within 1% of its record high, ending the trading day on Thursday with a 0.85% gain for the Dow Jones, a 0.51% increase for the S&P 500, and a 0.27% uptick for the Nasdaq Composite.

相反，股票市场在经济数据的背景下表现出弹性。标准普尔 500 指数与历史高点相差 1%，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 also experienced a surge, rising 2.5% over the previous 24 hours, reaching $62,927 at 9:06 a.m. ET. This positive performance aligns with the broader market sentiment toward riskier assets.

比特币也经历了飙升，在过去 24 小时内上涨了 2.5%，于东部时间上午 9:06 达到 62,927 美元。这种积极的表现与更广泛的市场对风险资产的情绪一致。

"U.S. rates appear to have peaked on April 30, with a minus 20bps reduction in the U.S. two-year yield to reflect lower growth expectations. Since then, the DXY has declined by 1% and bitcoin has risen by 8%," observed Aurelie Barthere, Principal Research Analyst at Nansen.ai.

Aurelie 表示：“美国利率似乎在 4 月 30 日达到顶峰，美国两年期国债收益率下降了负 20 个基点，以反映较低的增长预期。此后，美元指数下跌了 1%，比特币上涨了 8%。” Barthere，Nansen.ai 首席研究分析师。

Francesco Pesole, FX strategist at ING bank, noted that "the negative dollar reaction to a modest tick-up in U.S. jobless claims indicates that the generally overbought dollar remains susceptible to even slightly weaker U.S. data releases." He further suggested that "markets may now be more decisively aligning with the narrative of a softening U.S. jobs market."

ING银行外汇策略师Francesco Pesole指出，“美元对美国初请失业金人数小幅上升的负面反应表明，普遍超买的美元仍然容易受到美国数据发布甚至略微疲软的影响。”他进一步表示，“市场现在可能更加果断地与美国就业市场疲软的说法保持一致。”

The weaker dollar has coincided with emerging signs of a cooling labor market in the United States, as evidenced by the recent employment data. This development raises the possibility of rate cuts from the Federal Reserve sooner than anticipated, further pressuring the dollar.

美元走软恰逢美国劳动力市场降温的迹象出现，最近的就业数据就证明了这一点。这一事态发展增加了美联储比预期更早降息的可能性，进一步令美元承压。

The prospect of lower interest rates and a weaker DXY could entice investors to shift their capital from safer assets like bonds to riskier options such as equities and cryptocurrencies. However, Barthere cautions that any prolonged downturn in the dollar could potentially impact credit markets and risk assets adversely.

利率下降和美元指数走弱的前景可能会吸引投资者将资金从债券等更安全的资产转向股票和加密货币等风险更高的选择。然而，巴尔特警告说，美元的任何长期低迷都可能对信贷市场和风险资产产生不利影响。

"Investors should remain vigilant for potential indicators of heightened growth weakness, which would not favor risk assets such as cryptocurrencies, as both equities and credit are historically overvalued and carry significant risk premiums," Barthere emphasized.

巴特尔强调：“投资者应对增长疲软加剧的潜在指标保持警惕，这不会有利于加密货币等风险资产，因为股票和信贷历来都被高估，并带有巨大的风险溢价。”

The recent uptick in jobless claims further substantiates the slowing employment narrative in the U.S. The weekly report from the Labor Department revealed an increase in new claims for unemployment benefits to their highest level in over eight months. This data follows a disappointing jobs report last Friday, which showed employers adding only 175,000 jobs in April, falling short of economists' forecasts of 243,000.

最近申请失业救济人数的上升进一步证实了美国就业放缓的情况。劳工部的每周报告显示，新申请失业救济人数增加至八个多月以来的最高水平。该数据是在上周五发布的令人失望的就业报告之后发布的，该报告显示雇主 4 月份仅增加了 175,000 个就业岗位，低于经济学家预测的 243,000 个。

Overall, the market is reacting favorably to signs of a softening U.S. economy, with risk assets like bitcoin and equities benefiting from the dollar's depreciation. However, analysts caution that investors should proceed with prudence, as a sustained downturn in the dollar could have broader implications for credit markets and riskier assets.

总体而言，市场对美国经济疲软的迹象反应良好，比特币和股票等风险资产受益于美元贬值。不过，分析师警告称，投资者应谨慎行事，因为美元持续低迷可能对信贷市场和风险资产产生更广泛的影响。