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川普在一天前还强调不暂停关税，但迅速“食言” 仅对天朝加征125%关税仍执行，对其它国家的关税先暂停90天，仅保留10%的基础关税。
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! O& {! P3 A3 ~' l然而，即便这10%的基础关税，也已是2024年平均关税的四倍，加之25%的进口汽车及零件关税，对美国通胀压力大。通胀主要由房租、二手车
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和服务业构成，进口车及零件涨价或推高二手车价格，加剧通胀。 k6 O( l+ P3 d4 F3 S' [+ V
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5月的CPI、PCE数据难以反映全面影响，今天消息看维持90天正好到6月结束 实际上大A与币圈美股呈反周期，这两三个月大A应该也是会有个牛: [, N% Q# O4 X( Z; ?! h4 q. j
* C! u2 c/ F0 [0 V5 c$ s u0 @3 H市启动前的黄金坑，美联储纪要显示暂无提前降息意图，仍依赖未来就业与经济数据。# I$ I( R" A( O4 t7 o* ^ ^, n3 l
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今天的买入情绪还是不错的，上次在乌龙事件的时候我们就说过，用户有钱，只是不敢随便的下场，但这次关税暂时缓解，甚至是衰退都有可能5 ^: w' R, h. V: Y, ^5 T& z" R
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延后，就有部分投资者原因博弈一下。
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如果你没吃到比特币这波超8%的快拉，真的没必要自责。 这波行情本来就不在技术图里。 纯粹是懂王一句话，情绪直接点火。
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从数据上来看市场反弹带来小幅换手上升，BTC主力换手方为短期投资者，而长期筹码仍在观望中。83,000美元附近形成新的筹码密& J' I" N5 e0 k" b/ R# }' L
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集区形成“筑底”雏形。93,000 - 98,000美元区间的投资者非常稳健，仅有极少量换手，即便BTC回撤到74,000美元也未恐慌，说明该区目% t/ V; o* g& c9 H* b" Z8 f
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前并无强压。
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