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重磅PCE通胀前,道指三连跌,AI概念熄火,百度跌超7%,比特币两年多来首破6万美元大关

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周四公布重磅通胀指标PCE物价指数开年表现之前,周三出炉的美国经济数据喜忧参半:四季度实际GDP年化小幅下修至3.2%,低于预期,当季个人消费支出依旧强劲,但库存水平下修,去年全年经济增长2.5%,增速超出年初华尔街的预期;四季度核心PCE意外小幅上修至2.1%,凸显通胀压力依然存在。

美国GDP修正数据公布后,欧美国债价格上涨、收益率普遍刷新日低,连日回升的基准十年期美债收益率本周首度回落,未继续靠近上周所创的两个多月来高位。主要美股指全线低开。周二高涨的部分AI概念股也熄火,英伟达持股的SoundHound.ai曾跌超10%。中概股也回落,理想汽车自周一公布财报以后首日下跌,结束连日两位数大涨之势。

而比特币继续狂欢,两年多来首次盘中突破6万美元大关,一度暴拉超7000美元,进入本周以来持续创逾两年新高。比特币概念股由此水涨船高。一个多月前比特币现货ETF在美国正式上市交易后,多家机构有意发行新的加密货币ETF,将导致供应增长放缓的减半比特币4月将至,害怕错过这波行情的FOMO心理,都是比特币这轮大涨的推手。

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