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QCP Capital:Q2 往往是風險資產表現最好的季度,但期權市場仍顯謹慎

2025-03-25 18:26:04

ChainCatcher 消息,QCP Capital 發文分析稱,美國股市近期最快的下跌之一可能已經過去,摩根大通和越來越多的策略師正在告訴他們的客戶,指出市場情緒改善和歷史上有利的季節性因素共同作用。

受特朗普關稅豁免言論提振,BTC 短暫突破 88,000 美元,市場迎來短線反彈。儘管二季度通常是風險資產表現最強的時期之一,期權市場仍顯謹慎,看漲傾斜預計要到 6 月才明顯。投資者關注本週五季度期權到期和即將公布的 PCE 通脹數據,後者或成下一個關鍵催化劑。

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