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JPMorgan:Strategy 需重建美元储备以缓解卖币担忧,Clarity Act 今年通过可能性低于 50%

2026-06-08 10:51:56

ChainCatcher 消息,据 The Block 报道,JPMorgan 分析师在最新报告中表示,虽然 Strategy 此前出售 32 枚比特币引发市场波动,但这只是象征性操作,真正的问题在于缺乏新投资者需求。

报告指出,Strategy 当前美元储备仅够支付约 6.3 个月的优先股股息,建议其重建美元储备以恢复投资者信心。JPMorgan 同时下调预期,认为美国加密市场结构法案(Clarity Act)今年通过的可能性已低于 50%,并转为对数字资产整体持谨慎态度。

尽管如此,分析师仍预计 Strategy 将继续买入比特币,并认为当前市场疲软可能成为未来的看涨反向信号。

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