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  来源:金十数据

  周二美盘,比特币向上触及90000美元/枚,续创3月7日以来新高,日内涨2.91%。

  在美国关税政策引发的市场动荡中,比特币表现优于美股,年内仅下跌约10%,而纳斯达克指数跌幅达16%。伯恩斯坦认为,尽管短期波动仍存,但数字资产前景依然乐观,并指出支撑比特币韧性和未来上涨潜力的五大结构性催化剂。

  伯恩斯坦高级数字资产分析师高塔姆·楚加尼(GautamChhugani)在报告中表示:“宏观环境利好黄金,因此也利好数字黄金(比特币)。”他强调,比特币相对于黄金具有更高的贝塔值和“上涨空间”。此外,特朗普政府对加密货币的监管态度趋于支持,尤其是在数字资产行业与政治利益日益趋同的背景下。

  以下是伯恩斯坦列出的五大关键催化剂:

  “持续买入比特币,资本基础更具韧性”

  即使在近期市场调整中,机构需求依然强劲。比特币ETF在2月和3月仅流出约40亿美元,且4月抛售压力有所缓解。楚加尼指出:“全球近80家企业已将比特币纳入资产。”例如MicroStrategy仍在持续买入。

  “战略比特币储备(SBR)的新购买计划”

  伯恩斯坦预计,美国政府可能通过市场购买扩大比特币持仓,目前正在考虑通过黄金证书重估或发行比特币支持债券来筹集资金。

  “主流银行接纳加密货币”

  楚加尼表示,在积极监管和机构兴趣的推动下,加密货币正重新进入主流金融体系。银行正在探索稳定币用于跨境结算,并扩展至加密托管、财富管理和交易业务。

  “稳定币监管进展”

  今年关键监管催化剂是稳定币法案的通过。楚加尼认为:“我们预计银行和金融科技公司将广泛采用稳定币技术,应用于加密资本市场之外的支付场景,尤其是汇款和B2B支付。”

  “资产管理公司和经纪商的推动”

  分析师指出,全球金融机构正投资加密基础设施,将区块链视为资本市场数字化的基础。楚加尼写道:“经纪商和资产管理公司正大力推动加密业务。”例如Robinhood和Coinbase等平台正在引领代币化证券和稳定币结算的创新。

  美国对从东南亚四国进口的太阳能产品设定最高达3,521%的新关税后,美国太阳能股票上涨。

  FirstSolar涨9.9%、SunnovaEnergy涨11%、SolarEdgeTechnologies涨9.3%、MaxeonSolarTechnologies涨7.5%、EnphaseEnergy 涨4.5%、ArrayTechnologies涨2.9%。

  Cowen分析师JohnMiller在给客户的报告中写道:“普遍预期会有肯定性的最终裁定,但税率”却“令人意外”。

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