The pattern has formed, profitability + liquidity + AI, a perfect trifecta, but the problem is sentiment has already burned to 80+, chips are highly concentrated in institutional hands, and retail investors chasing at this moment are just taking over bags.
I'm bullish, but I suggest everyone avoid chasing highs, trading volume doesn't even have temperature yet, and you're rushing? Interesting.
AI improving productivity is real, but words move much faster than action. Let's talk after it actually materializes—right now it's all expectation trading.
Rate cut expectations are a double-edged sword, brother. Don't just look at the upside while ignoring risks. Historically, these inflection points often become risk release periods.
70000 is definitely sexy, but I'm more concerned about where the pullback levels are. Is there enough technical support left?
I've seen this crypto FOMO logic too many times—when stocks go up, so does crypto; when they fall, it's even worse. Figure out the correlation logic before making a move.
美股冲刺70,000?分析师看好AI驱动的长期上行逻辑
【币界】华尔街分析师Ed Yardeni最近的观点引发了不少讨论。他认为道琼斯指数在近期就能冲破50,000这个整数关口,而且往后看到2030年底,指数有望飙到70,000。
支撑这个判断的逻辑是啥?主要是三个方面:一是上市公司盈利能力还在增长,这是股市的基本面支撑;二是美联储降息预期,流动性宽松有利于风险资产;三也是最关键的——AI技术对企业生产率的提升正在成为现实,不只是PPT阶段。
说白了,美股强势背后反映的是市场对技术革新和经济增长的乐观预期。这种风险偏好上升的氛围,往往也会扩散到整个风险资产板块,包括加密市场。