62dac398
2021-05-14
Ai
Rather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist<blockquote>而不是“加密货币会降至零吗?”,策略师表示,投资者应该问这个问题</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":196005148,"tweetId":"196005148","gmtCreate":1620997126884,"gmtModify":1634194694122,"author":{"id":3575848243295753,"idStr":"3575848243295753","authorId":3575848243295753,"authorIdStr":"3575848243295753","name":"62dac398","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ai</p></body></html>","htmlText":"<html><head></head><body><p>Ai</p></body></html>","text":"Ai","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/196005148","repostId":1144069653,"repostType":4,"repost":{"id":"1144069653","kind":"news","pubTimestamp":1620992717,"share":"https://www.laohu8.com/m/news/1144069653?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:45","market":"us","language":"en","title":"Rather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist<blockquote>而不是“加密货币会降至零吗?”,策略师表示,投资者应该问这个问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144069653","media":"MarketWatch","summary":"Critical information for the U.S. trading day.\n\nStocks are looking up at the end of a volatile week ","content":"<p> <b>Critical information for the U.S. trading day.</b> Stocks are looking up at the end of a volatile week for both equities and cryptocurrencies. Keeping the newsflow going on the latter was another tweet from Tesla boss Elon Musk that has sent a popular meme-coin surging (see below).</p><p><blockquote><b>美国交易日的关键信息。</b>在股票和加密货币动荡的一周结束时,股市正在上涨。特斯拉老板Elon Musk的另一条推文让一种流行的模因币飙升(见下文)。</blockquote></p><p> That brings us to our<b>call of the day</b>from Nordea Investment’s senior macro strategist, Sebastien Galy, who suggests that instead of wondering whether cryptocurrencies like bitcoin could tumble to zero, investors should ask “What comes next?”</p><p><blockquote>这让我们想到了我们的<b>今日看涨期权</b>Nordea Investment的高级宏观策略师Sebastien Galy建议,投资者不应该想知道像比特币这样的加密货币是否会跌至零,而应该问“接下来会发生什么?”</blockquote></p><p> “In theory, any good that can be replicated at infinity equals either zero or its marginal cost from a supply perspective. Yet, demand is clearly there with the product progressing in mainstream and we postulate that it will stop trending higher in a few years to trend with inflation. The question is what will replace this product,” said Galy in a note to clients.</p><p><blockquote>“理论上,从供应角度来看,任何可以无限复制的商品要么等于零,要么等于其边际成本。然而,随着产品在主流中的发展,需求显然是存在的,我们假设它将在几年内停止走高趋势随着通货膨胀的趋势。问题是什么将取代该产品,”加利在给客户的一份报告中表示。</blockquote></p><p> The answer? Artificial intelligence, said the strategist, who envisions a decade from now we will see lower growth and below target inflation in lots of aging, developed markets, plus China.</p><p><blockquote>答案是什么?这位策略师表示,人工智能预计十年后,许多老龄化发达市场以及中国将出现较低的增长和低于目标的通胀。</blockquote></p><p> “Anything linked to higher productivity such as AIs [artificial intelligence] and automation are likely to be the rage. Each year, the generation of AIs becomes slowly more capable following a very slow uptrend compared with the microchip development, but the potential benefits for those holding the upstream are likely wild,” he said.</p><p><blockquote>“任何与更高生产力相关的东西,例如AIs(人工智能)和自动化,都可能会风靡一时。与微芯片开发相比,人工智能的产生每年都会在非常缓慢的上升趋势下慢慢变得更强大,但对于那些拥有上游的人来说,潜在的好处可能是疯狂的,”他说。</blockquote></p><p> “If you can buy into the right company doing AI research, it will be the one delivering on better generations of AIs decades from now in a slow process of development. Ultimately, AIs will take over ever wider swath of our economies in a slow process of accretion over decades,” he added in emailed comments.</p><p><blockquote>“如果你能购买合适的公司进行人工智能研究,它将在几十年后的缓慢发展过程中提供更好的人工智能。最终,人工智能将在缓慢的过程中接管我们经济中越来越广泛的领域几十年的增长,”他在电子邮件评论中补充道。</blockquote></p><p> Nordea’s ownGlobal Disruption fundinvests in Google parent AlphabetGOOGL,online retailer Amazon.comAMZNand Chinese technology giant TencentHK:700.The list of AI funds out there is long, including the ARK Autonomous Technology & Robotics ETFARKQ,the iShares Robotics and Artificial Intelligence ETFIRBO,and dozens more listed onETF Database.</p><p><blockquote>Nordea自己的全球颠覆基金投资于谷歌母公司AlphabetGOOGL、在线零售商亚马逊AMZN和中国科技巨头腾讯HK:700。人工智能基金的名单很长,包括ARK自主技术与机器人ETFARKQ、iShares机器人和人工智能ETFIRBO以及数十家上市的onETF数据库。</blockquote></p><p> Galy believes that as cryptocurrencies mature, surging demand will likely fade away and we’ll see “stability reinforced by options trading. The question is whether excessively loose monetary policies will continue to drive the products higher or they will start moving with inflation over longer periods. Over a period of a decade or so, more orthodox monetary policies suggest that cryptos will start to trade with longer-term inflation.”</p><p><blockquote>Galy认为,随着加密货币的成熟,激增的需求可能会消退,我们将看到“期权交易增强了稳定性。问题是过度宽松的货币政策是否会继续推动产品走高,还是会在更长的时间内开始随着通胀而波动。在十年左右的时间里,更正统的货币政策表明,加密货币将开始随着长期通胀而交易。”</blockquote></p><p> <b>Retail sales and how dogecoin is back</b></p><p><blockquote><b>零售额以及狗狗币如何回归</b></blockquote></p><p> Tech is leading stock futuresYM00ES00NQ00higher ahead of April retail sales data that areexpected to rise 0.8%,after a 9.8% jump in March, with the University of Michigan consumer sentiment index due later. European stocksXX:SXXPare up and Asian equitiesrebounded hard, led by the Nikkei 225JP:NIK,though Singaporean stocksXX:180987tumbled 3%, as the country returned to lockdowns over risingCOVID-19 cases.</p><p><blockquote>科技股引领股指期货SYM00ES00NQ00走高,预计4月份零售销售数据将上涨0.8%,继3月份上涨9.8%之后,密歇根大学消费者信心指数将于稍后公布。欧洲股市XX:SXXPare上涨,亚洲股市在日经225JP:NIK的带领下强劲反弹,但新加坡股市XX:180987下跌3%,因为该国因COVID-19病例上升而恢复封锁。</blockquote></p><p> Meme cryptocurrency dogecoinDOGEUSDhas surged to 56 cents after TeslaTSLAChief Executive Elon Musk tweeted late on Thursday: “Working with Doge devs to improve system transaction efficiency.Potentially promising.” He recently said bitcoinBTCUSDwould no longer be accepted as payment for the company’s electric cars, over environmental concerns. BitcoinBTCUSDis holding steady atop $50,000.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克(Elon Musk)周四晚些时候发推文称:“与Doge开发人员合作提高系统交易效率。潜在前景广阔。”他最近表示,出于环境考虑,比特币BTCUSD将不再被接受作为该公司电动汽车的付款方式。BitcoinBTCUSDis稳定在50,000美元上方。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8cb52482209a0faf4a04df7b4367eace\" tg-width=\"588\" tg-height=\"221\">Crypto platform Coinbase’sCOINresultslargely met forecasts, with 56 million verified users, and more growth expected.</p><p><blockquote>加密货币平台Coinbase的CoinResults基本符合预期,拥有5600万验证用户,预计还会有更多增长。</blockquote></p><p> DisneyDISshares are down, after the media and entertainment giant’s theme-park revenueblew past expectationsbut Disney+ streaming results underwhelmed.</p><p><blockquote>迪士尼股价下跌,此前这家媒体和娱乐巨头的主题公园收入超出预期,但迪士尼+流媒体业绩表现平平。</blockquote></p><p> FiskerFSRshares are surging, after the electric-vehicle companyannounced plans to make cars in the U.S.with a manufacturing partner that has worked with tech giant AppleAAPLthe past.</p><p><blockquote>电动汽车公司菲斯克FSR宣布计划与过去曾与科技巨头苹果AAPL合作的制造合作伙伴在美国生产汽车后,该公司股价飙升。</blockquote></p><p> Israeli artillerypounded northern Gaza early on Friday,as fighting between the two sides worsened.</p><p><blockquote>周五早些时候,随着双方战斗恶化,以色列炮击了加沙北部。</blockquote></p><p> <b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p> Our<b>chart of the day</b>from Larry Tentarelli, editor and publisher of theBlue Chip Daily Trend Report, zeroes in on his top-ranked sector right now — healthcare.</p><p><blockquote>我们的<b>今日图表</b>《蓝筹股每日趋势报告》的编辑兼出版商拉里·坦塔雷利(Larry Tentarelli)将目光投向了他目前排名第一的行业——医疗保健。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a38bbad0864fac6e79a7af0382136f2c\" tg-width=\"1260\" tg-height=\"588\">“This sector continues to show improving relative strength, with many leaders currently at or near breakout levels. The group also has reasonable valuations, in a market that has become more focused on valuations over the last 8-12 weeks,” he writes onBlue Chip Daily.</p><p><blockquote>“该行业继续表现出不断增强的相对实力,许多领导者目前处于或接近突破水平。在过去8-12周内更加关注估值的市场中,该集团的估值也合理,”他在《蓝筹股日报》上写道。</blockquote></p><p> AbbVieABBV,GlaxoSmithKlineGSK,PfizerPFE,HCA HealthcareHCAand Laboratory CorpLH“could continue to perform well based on their current trends,” he said.</p><p><blockquote>他表示,艾伯维ABBV、葛兰素史克GSK、辉瑞PFE、HCA HealthcareHCA和Laboratory CorpLH“根据当前趋势可能会继续表现良好”。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist<blockquote>而不是“加密货币会降至零吗?”,策略师表示,投资者应该问这个问题</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRather than ‘Will cryptos drop to zero?’, investors should be asking this question instead, says strategist<blockquote>而不是“加密货币会降至零吗?”,策略师表示,投资者应该问这个问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-05-14 19:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Critical information for the U.S. trading day.</b> Stocks are looking up at the end of a volatile week for both equities and cryptocurrencies. Keeping the newsflow going on the latter was another tweet from Tesla boss Elon Musk that has sent a popular meme-coin surging (see below).</p><p><blockquote><b>美国交易日的关键信息。</b>在股票和加密货币动荡的一周结束时,股市正在上涨。特斯拉老板Elon Musk的另一条推文让一种流行的模因币飙升(见下文)。</blockquote></p><p> That brings us to our<b>call of the day</b>from Nordea Investment’s senior macro strategist, Sebastien Galy, who suggests that instead of wondering whether cryptocurrencies like bitcoin could tumble to zero, investors should ask “What comes next?”</p><p><blockquote>这让我们想到了我们的<b>今日看涨期权</b>Nordea Investment的高级宏观策略师Sebastien Galy建议,投资者不应该想知道像比特币这样的加密货币是否会跌至零,而应该问“接下来会发生什么?”</blockquote></p><p> “In theory, any good that can be replicated at infinity equals either zero or its marginal cost from a supply perspective. Yet, demand is clearly there with the product progressing in mainstream and we postulate that it will stop trending higher in a few years to trend with inflation. The question is what will replace this product,” said Galy in a note to clients.</p><p><blockquote>“理论上,从供应角度来看,任何可以无限复制的商品要么等于零,要么等于其边际成本。然而,随着产品在主流中的发展,需求显然是存在的,我们假设它将在几年内停止走高趋势随着通货膨胀的趋势。问题是什么将取代该产品,”加利在给客户的一份报告中表示。</blockquote></p><p> The answer? Artificial intelligence, said the strategist, who envisions a decade from now we will see lower growth and below target inflation in lots of aging, developed markets, plus China.</p><p><blockquote>答案是什么?这位策略师表示,人工智能预计十年后,许多老龄化发达市场以及中国将出现较低的增长和低于目标的通胀。</blockquote></p><p> “Anything linked to higher productivity such as AIs [artificial intelligence] and automation are likely to be the rage. Each year, the generation of AIs becomes slowly more capable following a very slow uptrend compared with the microchip development, but the potential benefits for those holding the upstream are likely wild,” he said.</p><p><blockquote>“任何与更高生产力相关的东西,例如AIs(人工智能)和自动化,都可能会风靡一时。与微芯片开发相比,人工智能的产生每年都会在非常缓慢的上升趋势下慢慢变得更强大,但对于那些拥有上游的人来说,潜在的好处可能是疯狂的,”他说。</blockquote></p><p> “If you can buy into the right company doing AI research, it will be the one delivering on better generations of AIs decades from now in a slow process of development. Ultimately, AIs will take over ever wider swath of our economies in a slow process of accretion over decades,” he added in emailed comments.</p><p><blockquote>“如果你能购买合适的公司进行人工智能研究,它将在几十年后的缓慢发展过程中提供更好的人工智能。最终,人工智能将在缓慢的过程中接管我们经济中越来越广泛的领域几十年的增长,”他在电子邮件评论中补充道。</blockquote></p><p> Nordea’s ownGlobal Disruption fundinvests in Google parent AlphabetGOOGL,online retailer Amazon.comAMZNand Chinese technology giant TencentHK:700.The list of AI funds out there is long, including the ARK Autonomous Technology & Robotics ETFARKQ,the iShares Robotics and Artificial Intelligence ETFIRBO,and dozens more listed onETF Database.</p><p><blockquote>Nordea自己的全球颠覆基金投资于谷歌母公司AlphabetGOOGL、在线零售商亚马逊AMZN和中国科技巨头腾讯HK:700。人工智能基金的名单很长,包括ARK自主技术与机器人ETFARKQ、iShares机器人和人工智能ETFIRBO以及数十家上市的onETF数据库。</blockquote></p><p> Galy believes that as cryptocurrencies mature, surging demand will likely fade away and we’ll see “stability reinforced by options trading. The question is whether excessively loose monetary policies will continue to drive the products higher or they will start moving with inflation over longer periods. Over a period of a decade or so, more orthodox monetary policies suggest that cryptos will start to trade with longer-term inflation.”</p><p><blockquote>Galy认为,随着加密货币的成熟,激增的需求可能会消退,我们将看到“期权交易增强了稳定性。问题是过度宽松的货币政策是否会继续推动产品走高,还是会在更长的时间内开始随着通胀而波动。在十年左右的时间里,更正统的货币政策表明,加密货币将开始随着长期通胀而交易。”</blockquote></p><p> <b>Retail sales and how dogecoin is back</b></p><p><blockquote><b>零售额以及狗狗币如何回归</b></blockquote></p><p> Tech is leading stock futuresYM00ES00NQ00higher ahead of April retail sales data that areexpected to rise 0.8%,after a 9.8% jump in March, with the University of Michigan consumer sentiment index due later. European stocksXX:SXXPare up and Asian equitiesrebounded hard, led by the Nikkei 225JP:NIK,though Singaporean stocksXX:180987tumbled 3%, as the country returned to lockdowns over risingCOVID-19 cases.</p><p><blockquote>科技股引领股指期货SYM00ES00NQ00走高,预计4月份零售销售数据将上涨0.8%,继3月份上涨9.8%之后,密歇根大学消费者信心指数将于稍后公布。欧洲股市XX:SXXPare上涨,亚洲股市在日经225JP:NIK的带领下强劲反弹,但新加坡股市XX:180987下跌3%,因为该国因COVID-19病例上升而恢复封锁。</blockquote></p><p> Meme cryptocurrency dogecoinDOGEUSDhas surged to 56 cents after TeslaTSLAChief Executive Elon Musk tweeted late on Thursday: “Working with Doge devs to improve system transaction efficiency.Potentially promising.” He recently said bitcoinBTCUSDwould no longer be accepted as payment for the company’s electric cars, over environmental concerns. BitcoinBTCUSDis holding steady atop $50,000.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克(Elon Musk)周四晚些时候发推文称:“与Doge开发人员合作提高系统交易效率。潜在前景广阔。”他最近表示,出于环境考虑,比特币BTCUSD将不再被接受作为该公司电动汽车的付款方式。BitcoinBTCUSDis稳定在50,000美元上方。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8cb52482209a0faf4a04df7b4367eace\" tg-width=\"588\" tg-height=\"221\">Crypto platform Coinbase’sCOINresultslargely met forecasts, with 56 million verified users, and more growth expected.</p><p><blockquote>加密货币平台Coinbase的CoinResults基本符合预期,拥有5600万验证用户,预计还会有更多增长。</blockquote></p><p> DisneyDISshares are down, after the media and entertainment giant’s theme-park revenueblew past expectationsbut Disney+ streaming results underwhelmed.</p><p><blockquote>迪士尼股价下跌,此前这家媒体和娱乐巨头的主题公园收入超出预期,但迪士尼+流媒体业绩表现平平。</blockquote></p><p> FiskerFSRshares are surging, after the electric-vehicle companyannounced plans to make cars in the U.S.with a manufacturing partner that has worked with tech giant AppleAAPLthe past.</p><p><blockquote>电动汽车公司菲斯克FSR宣布计划与过去曾与科技巨头苹果AAPL合作的制造合作伙伴在美国生产汽车后,该公司股价飙升。</blockquote></p><p> Israeli artillerypounded northern Gaza early on Friday,as fighting between the two sides worsened.</p><p><blockquote>周五早些时候,随着双方战斗恶化,以色列炮击了加沙北部。</blockquote></p><p> <b>The chart</b></p><p><blockquote><b>图表</b></blockquote></p><p> Our<b>chart of the day</b>from Larry Tentarelli, editor and publisher of theBlue Chip Daily Trend Report, zeroes in on his top-ranked sector right now — healthcare.</p><p><blockquote>我们的<b>今日图表</b>《蓝筹股每日趋势报告》的编辑兼出版商拉里·坦塔雷利(Larry Tentarelli)将目光投向了他目前排名第一的行业——医疗保健。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a38bbad0864fac6e79a7af0382136f2c\" tg-width=\"1260\" tg-height=\"588\">“This sector continues to show improving relative strength, with many leaders currently at or near breakout levels. The group also has reasonable valuations, in a market that has become more focused on valuations over the last 8-12 weeks,” he writes onBlue Chip Daily.</p><p><blockquote>“该行业继续表现出不断增强的相对实力,许多领导者目前处于或接近突破水平。在过去8-12周内更加关注估值的市场中,该集团的估值也合理,”他在《蓝筹股日报》上写道。</blockquote></p><p> AbbVieABBV,GlaxoSmithKlineGSK,PfizerPFE,HCA HealthcareHCAand Laboratory CorpLH“could continue to perform well based on their current trends,” he said.</p><p><blockquote>他表示,艾伯维ABBV、葛兰素史克GSK、辉瑞PFE、HCA HealthcareHCA和Laboratory CorpLH“根据当前趋势可能会继续表现良好”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/rather-than-will-cryptos-drop-to-zero-investors-should-be-asking-this-question-instead-says-strategist-11620991557\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"比特币ETF-Grayscale"},"source_url":"https://www.marketwatch.com/story/rather-than-will-cryptos-drop-to-zero-investors-should-be-asking-this-question-instead-says-strategist-11620991557","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144069653","content_text":"Critical information for the U.S. trading day.\n\nStocks are looking up at the end of a volatile week for both equities and cryptocurrencies. Keeping the newsflow going on the latter was another tweet from Tesla boss Elon Musk that has sent a popular meme-coin surging (see below).\nThat brings us to ourcall of the dayfrom Nordea Investment’s senior macro strategist, Sebastien Galy, who suggests that instead of wondering whether cryptocurrencies like bitcoin could tumble to zero, investors should ask “What comes next?”\n“In theory, any good that can be replicated at infinity equals either zero or its marginal cost from a supply perspective. Yet, demand is clearly there with the product progressing in mainstream and we postulate that it will stop trending higher in a few years to trend with inflation. The question is what will replace this product,” said Galy in a note to clients.\nThe answer? Artificial intelligence, said the strategist, who envisions a decade from now we will see lower growth and below target inflation in lots of aging, developed markets, plus China.\n“Anything linked to higher productivity such as AIs [artificial intelligence] and automation are likely to be the rage. Each year, the generation of AIs becomes slowly more capable following a very slow uptrend compared with the microchip development, but the potential benefits for those holding the upstream are likely wild,” he said.\n“If you can buy into the right company doing AI research, it will be the one delivering on better generations of AIs decades from now in a slow process of development. Ultimately, AIs will take over ever wider swath of our economies in a slow process of accretion over decades,” he added in emailed comments.\nNordea’s ownGlobal Disruption fundinvests in Google parent AlphabetGOOGL,online retailer Amazon.comAMZNand Chinese technology giant TencentHK:700.The list of AI funds out there is long, including the ARK Autonomous Technology & Robotics ETFARKQ,the iShares Robotics and Artificial Intelligence ETFIRBO,and dozens more listed onETF Database.\nGaly believes that as cryptocurrencies mature, surging demand will likely fade away and we’ll see “stability reinforced by options trading. The question is whether excessively loose monetary policies will continue to drive the products higher or they will start moving with inflation over longer periods. Over a period of a decade or so, more orthodox monetary policies suggest that cryptos will start to trade with longer-term inflation.”\nRetail sales and how dogecoin is back\nTech is leading stock futuresYM00ES00NQ00higher ahead of April retail sales data that areexpected to rise 0.8%,after a 9.8% jump in March, with the University of Michigan consumer sentiment index due later. European stocksXX:SXXPare up and Asian equitiesrebounded hard, led by the Nikkei 225JP:NIK,though Singaporean stocksXX:180987tumbled 3%, as the country returned to lockdowns over risingCOVID-19 cases.\nMeme cryptocurrency dogecoinDOGEUSDhas surged to 56 cents after TeslaTSLAChief Executive Elon Musk tweeted late on Thursday: “Working with Doge devs to improve system transaction efficiency.Potentially promising.” He recently said bitcoinBTCUSDwould no longer be accepted as payment for the company’s electric cars, over environmental concerns. BitcoinBTCUSDis holding steady atop $50,000.\nCrypto platform Coinbase’sCOINresultslargely met forecasts, with 56 million verified users, and more growth expected.\nDisneyDISshares are down, after the media and entertainment giant’s theme-park revenueblew past expectationsbut Disney+ streaming results underwhelmed.\nFiskerFSRshares are surging, after the electric-vehicle companyannounced plans to make cars in the U.S.with a manufacturing partner that has worked with tech giant AppleAAPLthe past.\nIsraeli artillerypounded northern Gaza early on Friday,as fighting between the two sides worsened.\nThe chart\nOurchart of the dayfrom Larry Tentarelli, editor and publisher of theBlue Chip Daily Trend Report, zeroes in on his top-ranked sector right now — healthcare.\n“This sector continues to show improving relative strength, with many leaders currently at or near breakout levels. The group also has reasonable valuations, in a market that has become more focused on valuations over the last 8-12 weeks,” he writes onBlue Chip Daily.\nAbbVieABBV,GlaxoSmithKlineGSK,PfizerPFE,HCA HealthcareHCAand Laboratory CorpLH“could continue to perform well based on their current trends,” he said.","news_type":1,"symbols_score_info":{"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":632,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/196005148"}
精彩评论