分析:比特币下一步走势或取决于PCE、英伟达财报及沃什讲话

分析:比特币下一步走势或取决于PCE、英伟达财报及沃什讲话

2026-08-26 20:12

ChainThink 消息,8 月 26 日,比特币下一步走势或取决于本周三项重要事件:美国 7 月 PCE 通胀数据、英伟达第二季度财报及美联储主席沃什在杰克逊霍尔研讨会的讲话。

比特币此前由约 63,000 美元升至 80,000 美元上方,目前已回落至 79,000 美元下方,14 日 RSI 超过 70,显示短期处于超买状态。

市场预计美国 7 月核心 PCE 同比增长 3.2%、环比增长 0.18%,6 月分别为 3.3% 和 0.13%。若数据高于预期,可能重新强化美联储加息担忧,并对加密市场构成压力。

CME FedWatch 显示,债券市场目前预计美联储 9 月加息 25 个基点的概率接近 38%。英伟达将于周三盘后公布第二季度财报。

若业绩大幅超出预期,可能缓解市场对 AI 资本开支依赖债务融资的担忧,并支持风险资产。自 2025 年初以来,比特币与英伟达股价的 90 日滚动相关系数大部分时间高于 0.5。

交易员还将关注沃什周五的讲话。美国财政部近期计划增加长期国债回购以抑制收益率上升,该举措被视为推动比特币近期上涨的催化因素之一。

市场将观察沃什是否调整此前倾向由市场自行定价的立场,并对财政部相关行动表示支持。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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