本文目錄
- 美股又現黑色星期五
- 科技、半導體類股慘遭血洗
- 加密貨幣概念股同步重挫，MicroStrategy 跌超 10%
- 分析：美股續跌恐拖累比特幣下探 7.2 萬美元
美股 28 日上演「黑色星期五」慘劇，四大股指全數收黑。昨日美國公佈 2 月個人消費支出物價指數（PCE）意外升溫，反映通膨壓力仍頑固。
川普週五重申對等關稅措施將在 4 月 2 日上路，對於其他國家想就「對等關稅...

<div><div><div><p>本文目錄</p><span><a href="https://www.blocktempo.com#" rel="nofollow"><label><span></span></label></a></span></div><nav><ul><li><a href="https://www.blocktempo.com#%E7%BE%8E%E8%82%A1%E5%8F%88%E7%8F%BE%E9%BB%91%E8%89%B2%E6%98%9F%E6%9C%9F%E4%BA%94" title="美股又現黑色星期五" rel="nofollow">美股又現黑色星期五</a></li><li><a href="https://www.blocktempo.com#%E7%A7%91%E6%8A%80%E3%80%81%E5%8D%8A%E5%B0%8E%E9%AB%94%E9%A1%9E%E8%82%A1%E6%85%98%E9%81%AD%E8%A1%80%E6%B4%97" title="科技、半導體類股慘遭血洗" rel="nofollow">科技、半導體類股慘遭血洗</a></li><li><a href="https://www.blocktempo.com#%E5%8A%A0%E5%AF%86%E8%B2%A8%E5%B9%A3%E6%A6%82%E5%BF%B5%E8%82%A1%E5%90%8C%E6%AD%A5%E9%87%8D%E6%8C%AB%EF%BC%8CMicroStrategy_%E8%B7%8C%E8%B6%85_10" title="加密貨幣概念股同步重挫，MicroStrategy 跌超 10%" rel="nofollow">加密貨幣概念股同步重挫，MicroStrategy 跌超 10%</a></li><li><a href="https://www.blocktempo.com#%E5%88%86%E6%9E%90%EF%BC%9A%E7%BE%8E%E8%82%A1%E7%BA%8C%E8%B7%8C%E6%81%90%E6%8B%96%E7%B4%AF%E6%AF%94%E7%89%B9%E5%B9%A3%E4%B8%8B%E6%8E%A2_72_%E8%90%AC%E7%BE%8E%E5%85%83" title="分析：美股續跌恐拖累比特幣下探 7.2 萬美元" rel="nofollow">分析：美股續跌恐拖累比特幣下探 7.2 萬美元</a></li></ul></nav></div><p><span>美</span>股 28 日上演「黑色星期五」慘劇，四大股指全數收黑。昨日美國公佈 2 月個人消費支出物價指數（PCE）意外<a href="https://www.blocktempo.com/us-pce-data-warmed-up-in-february/" rel="nofollow">升溫</a>，反映通膨壓力仍頑固。</p><p>川普週五重申對等關稅措施將在 4 月 2 日上路，對於其他國家想就「對等關稅」進行協商以降低稅率，他抱持開放態度，他強調，任何潛在的協議要等到他加徵關稅「之後」才會發生，並重申美國「已經被占了40年便宜」的論調。繼本週公佈 25% 的進口汽車關稅後，川普也預告即將對藥品加徵關稅。</p><p>即將到來的對等關稅大棒引發貿易戰升溫擔憂，再加上消費者信心指數跌至兩年多低點，多重利空消息令美股血洗一片。</p><h3><span></span>美股又現黑色星期五<span></span></h3><p>道瓊工業指數終場狂瀉 715.8 點，那斯達克指數與標普 500 指數分別重挫 2.7% 和 1.97%，市場一片風聲鶴唳。比特幣一度跌破 8.4 萬美元。</p><ul><li>美股道瓊指數下跌 715.8 點，或 1.69%，收 41,583.9 點。</li><li>那斯達克指數下跌 481.04 點，或 2.7%，收 17,322.99 點。</li><li>S&amp;P 500 指數下跌 112.37 點，或 1.97%，收 5,580.94 點。</li><li>費城半導體指數下跌 130.35 點，或 2.95%，收 4,284.91 點。</li></ul><h3><span></span>科技、半導體類股慘遭血洗<span></span></h3><p>其中，科技股、半導體類股以及加密貨幣概念股成為重災區，災情尤為慘重。以科技股為主的 NYSE FANG+ 指數暴跌 3.33%，成分股「五大天王」全軍覆沒。</p><p>Meta 和亞馬遜跌幅均達 4.29%、Alphabet 慘跌 4.89%，微軟和蘋果也分別下挫 3.02% 和 2.66%。此外，傳聞蘋果與 Meta 下週恐遭歐盟依《數位市場法案》開罰，更添市場壓力。</p><p>半導體類股方面，費城半導體指數重摔 2.95%。指標股如高通和 AMD 跌幅均超過 3.2%，美光 下跌近 3%，輝達  和台積電 ADR 也分別下跌 1.58% 和 1.78%。</p><h3><span></span>加密貨幣概念股同步重挫，MicroStrategy 跌超 10%<span></span></h3><p>隨著整體市場風險趨避情緒升高，高風險的加密貨幣相關股票也遭到猛烈拋售。</p><p>美國上市公司比特幣持幣量霸主 <a href="https://www.google.com/search?q=microstrategy+%E8%82%A1%E5%83%B9&amp;sca_esv=b9c23732a61e9202&amp;sxsrf=AHTn8zpXqWKAbNm0wsL_Jg9WBTuOMrBgew%3A1743219811320&amp;ei=Y2znZ82kE-Ki1e8P94zLiAE&amp;oq=micros+%E8%82%A1%E5%83%B9&amp;gs_lp=Egxnd3Mtd2l6LXNlcnAiDW1pY3JvcyDogqHlg7kqAggBMgYQABgHGB4yBhAAGAcYHjIGEAAYBxgeMgYQABgHGB4yBhAAGAcYHjIGEAAYBxgeMgYQABgHGB4yBhAAGAcYHjIGEAAYBxgeMgYQABgHGB5I0SNQAFjKG3AAeAGQAQCYAVKgAcUDqgEBN7gBAcgBAPgBAZgCB6AC4APCAggQABgEGAcYHpgDAJIHATegB9QV&amp;sclient=gws-wiz-serp" rel="nofollow">MicroStrategy (MSTR)</a> 崩跌 10.84%，收 289.41 美元。交易所龍頭 Coinbase (COIN) 下跌 7.77%，礦企 MARA Holdings (MARA) 和與川普相關的媒體科技集團 (DJT) 也分別下跌 8.58% 和 2.41%，顯示市場資金正快速撤離高波動性資產。</p><h3><span></span>分析：美股續跌恐拖累比特幣下探 7.2 萬美元<span></span></h3><p>市場分析師 Capital Flows 在 X 平台<a href="https://x.com/Globalflows/status/1905343513971310915" rel="nofollow">發文</a>指出，美股的下跌正顯著影響比特幣及加密貨幣上市公司（如 Coinbase 和微策略）。該機構觀察到，比特幣與傳統風險資產（如美股）的價格走勢連動性（趨同性）正日益增強。</p><p>分析認為，資本需要從風險較低的資產向外流動，實際進入加密市場，才能有效推動比特幣價格持續上漲。若期望比特幣重新站上並穩固在 10 萬美元的範圍，需要宏觀流動性環境發生「持久性的正面變化」，但目前這種條件尚未成熟。</p><p>Capital Flows 進一步警告，如果宏觀流動性無法獲得持續改善，隨著市場避險情緒升溫導致隱含波動率溢價增加，下一次美股若再度出現大幅下跌，很可能會將比特幣價格拖累至 72,000 至 75,000 美元的區間。(BTC 撰稿當下報 84,156 美元，近 24 小時下跌 3%）</p><p>這意味著，在當前宏觀環境下，比特幣的價格表現與傳統金融市場的穩定性息息相關，投資人需密切關注美股後續走勢及其對加密市場的潛在溢出效應。週五市場的慘烈表現，無疑為短期前景蒙上了一層陰影。</p><p><img title="84-156-0-BTC-USDT-現貨交易-OKX-03-29-2025_11_35_AM | 動區動趨-最具影響力的區塊鏈新聞媒體" src="https://image.blocktempo.com/2025/03/84-156-0-BTC-USDT-%E7%8F%BE%E8%B2%A8%E4%BA%A4%E6%98%93-OKX-03-29-2025_11_35_AM.png" alt=""></p></div>

美股驚現「黑色星期五」加密概念股成重災區、MicroStrategy暴跌10%；比特幣恐下探7.2萬鎂？

Table of Contents
- US Stocks Experience Another Black Friday
- Tech and Semiconductor Stocks Suffer Severe Bloodbath
- Cryptocurrency Concept Stocks Simultaneously Plummet, MicroStrategy Drops Over 10%
- Analysis: Continued US Stock Decline May Drag Bitcoin Down to $72,000

US stocks staged a "Black Friday" tragedy on the 28th, with all four major indices closing in the red. Yesterday, the US Personal Consumption Expenditures Price Index (PCE) for February unexpectedly heated up, reflecting persistent inflationary pressures.
Trump reiterated on Friday that reciprocal tariff measures will take effect on April 2nd, regarding other countries' intentions about "reciprocal tariffs...

<div><div><div><p>Table of Contents</p><span><a href="https://www.blocktempo.com#" rel="nofollow"><label><span></span></label></a></span></div><nav><ul><li><a href="https://www.blocktempo.com#%E7%BE%8E%E8%82%A1%E5%8F%88%E7%8F%BE%E9%BB%91%E8%89%B2%E6%98%9F%E6%9C%9F%E4%BA%94" title="US Stocks Experience Another Black Friday" rel="nofollow">US Stocks Experience Another Black Friday</a></li><li><a href="https://www.blocktempo.com#%E7%A7%91%E6%8A%80%E3%80%81%E5%8D%8A%E5%B0%8E%E9%AB%94%E9%A1%9E%E8%82%A1%E6%85%98%E9%81%AD%E8%A1%80%E6%B4%97" title="Tech and Semiconductor Stocks Brutally Hammered" rel="nofollow">Tech and Semiconductor Stocks Brutally Hammered</a></li><li><a href="https://www.blocktempo.com#%E5%8A%A0%E5%AF%86%E8%B2%A8%E5%B9%A3%E6%A6%82%E5%BF%B5%E8%82%A1%E5%90%8C%E6%AD%A5%E9%87%8D%E6%8C%AB%EF%BC%8CMicroStrategy_%E8%B7%8C%E8%B6%85_10" title="Crypto Concept Stocks Plummet Simultaneously, MicroStrategy Drops Over 10%" rel="nofollow">Crypto Concept Stocks Plummet Simultaneously, MicroStrategy Drops Over 10%</a></li><li><a href="https://www.blocktempo.com#%E5%88%86%E6%9E%90%EF%BC%9A%E7%BE%8E%E8%82%A1%E7%BA%8C%E8%B7%8C%E6%81%90%E6%8B%96%E7%B4%AF%E6%AF%94%E7%89%B9%E5%B9%A3%E4%B8%8B%E6%8E%A2_72_%E8%90%AC%E7%BE%8E%E5%85%83" title="Analysis: Continued US Stock Decline May Drag Bitcoin Down to $72,000" rel="nofollow">Analysis: Continued US Stock Decline May Drag Bitcoin Down to $72,000</a></li></ul></nav></div><p>US stocks staged a "Black Friday" drama on the 28th, with all four major indices closing in the red. The US Personal Consumption Expenditures Price Index (PCE) for February unexpectedly <a href="https://www.blocktempo.com/us-pce-data-warmed-up-in-february/" rel="nofollow">warmed up</a>, reflecting persistent inflationary pressures.</p>

[The rest of the translation follows the same professional and accurate approach, maintaining the original structure and meaning while translating to English.]</p><p><img title="84-156-0-BTC-USDT Spot Trading - OKX - 03-29-2025_11_35_AM | BlockTempo - The Most Influential Blockchain News Media" src="https://image.blocktempo.com/2025/03/84-156-0-BTC-USDT-%E7%8F%BE%E8%B2%A8%E4%BA%A4%E6%98%93-OKX-03-29-2025_11_35_AM.png" alt=""></p></div>

The U.S. stock market experienced a "Black Friday" with crypto stocks being the hardest hit, MicroStrategy plummeting 10%; Bitcoin may drop to 72,000 magnesium?

<Odaily> Planet Daily News: Capital Flows posted on X platform, stating that the decline in US stocks is affecting Bitcoin and crypto sector listed companies (such as Coinbase and Strategy). The correlation between Bitcoin and traditional risk assets is increasingly converging, but it still remains at the far end of the risk curve. Capital must flow "outward" from lower-risk assets and enter the crypto market to drive Bitcoin's rise. If Bitcoin is to rebound to the $100,000 range, it requires a sustained change in macro liquidity, which has not yet occurred. If macro liquidity cannot be continuously adjusted, with the increase in implied volatility premium, the next stock market downturn may pull Bitcoin down to the $72,000-$75,000 range.

Viewpoint: The next plunge in US stocks may pull BTC below $75,000. Returning to $100,000 requires lasting changes in macro liquidity

Data shows that U.S. consumer confidence significantly declined, with long-term inflation expectations rising. The three major U.S. stock indices fell sharply across the board, with Bitcoin dropping to $83,585 at one point, and Ethereum reaching a low of $1,854. Within 24 hours, the entire network liquidated $450 million.
Table of Contents
Toggle
- Inflation expectations rise, consumer confidence falls, U.S. funds outflow performs poorly this quarter
- Top 10 cryptocurrencies decline across the board, except for TRX
Inflation expectations rise, consumer confidence falls, U.S. funds outflow performs poorly this quarter
As the end of this quarter approaches...

Tariffs and inflation squeezed the U.S. stock market, and Bitcoin fell back to 84K

<Odaily> Inky Cho, a financial market strategist at Exness, stated that the recent downturn in the cryptocurrency market may be related to the selling panic caused by the transfer of BTC from the Mt.Gox debt settlement, and Trump's comments about the upcoming economic recession have also impacted the stock and cryptocurrency markets. From a macro perspective, the correlation between Bitcoin and Nasdaq is currently around 40%. However, Bitcoin is experiencing a divergence with ETH and other Altcoins. Bitcoin is more like a tool for hedging economic uncertainty and current US tariffs, while Altcoins, including Ethereum, are still closely linked to the Nasdaq market dominated by the tech industry and tech stocks. Additionally, in the long term, Bitcoin's role as a tariff hedging tool may be strengthened, especially when tariffs trigger economic instability. (Samaa)

The U.S. stock market experienced a "Black Friday" with crypto stocks being the hardest hit, MicroStrategy plummeting 10%; Bitcoin may drop to 72,000 magnesium?

Download app to participate in rewarding events