港股加密货币概念股大幅下跌及比特币价格跌破10万美元 - 老虎社区

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- 加尔盖加尔盖
  ·2025-11-17
  证卷会呢
  今年一度达30%涨幅“全部抹去”，比特币陷入熊市
  比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。
  今年一度达30%涨幅“全部抹去”，比特币陷入熊市
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- 加尔盖加尔盖
  ·2025-11-17
  证卷会呢
  今年一度达30%涨幅“全部抹去”，比特币陷入熊市
  比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。
  今年一度达30%涨幅“全部抹去”，比特币陷入熊市
  906 评论
  点赞
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href=\"https://laohu8.com/S/MSTR\">Strategy</a> Inc.，其股价目前已接近其持有的比特币资产价值，表明投资者不再愿意为其高杠杆的比特币策略支付溢价。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d35ae40ab05da89b4dc03a5bb25d90\" alt=\"行情来源：Tiger\" title=\"行情来源：Tiger\" tg-width=\"1279\" tg-height=\"1725\"/><span>行情来源：Tiger</span></p><h2 id=\"id_176440458\">宏观逆风与杠杆出清</h2><p>宏观经济环境的转变是另一个关键因素。Bitwise Asset Management的首席投资官Matthew Hougan指出，“整体市场处于避险模式”，而“加密货币是煤矿里的金丝雀，最先作出了反应”。</p><p>近期科技股的回调也导致了市场整体风险偏好的下降。Nansen的高级研究分析师Jake Kennis表示，此次抛售是“长期持有者获利了结、机构资金外流、宏观不确定性以及杠杆多头被清算的合流”。他补充说，在经历了一段长时间的盘整后，市场已暂时选择了下行方向。</p><h2 id=\"id_1591264760\">山寨币跌幅更甚</h2><p>市场普遍的悲观情绪正在加剧抛售。Matthew Hougan表示，“加密货币散户的情绪相当负面”，许多人为了避免再次经历50%的大幅回调而选择提前离场。这种悲观情绪在波动性更高的小型代币（即“山寨币”）市场中表现得更为淋漓尽致。</p><p>据报道，一个追踪前100大数字资产中后50名的MarketVector指数今年已下跌约60%。专注于去中心化金融的公司Ergonia的研究总监Chris Newhouse也观察到，市场普遍对“资本部署持怀疑态度，且缺乏自然的看涨催化剂”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b8a860faab95974ae80957dac26925a\" title=\"\" tg-width=\"1024\" tg-height=\"312\"/></p></body></html>","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>今年一度达30%涨幅“全部抹去”，比特币陷入熊市</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; 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class=\"title\">\n今年一度达30%涨幅“全部抹去”，比特币陷入熊市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 08:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759492><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。随着对美国政府亲加密立场的热情消退和市场避险情绪加剧，比特币正面临严峻考验，整个加密货币市场的熊市似乎正在深化。作为市值最高的加密货币，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759492\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","IBIT":"比特币ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3759492","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584269117","content_text":"比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。随着对美国政府亲加密立场的热情消退和市场避险情绪加剧，比特币正面临严峻考验，整个加密货币市场的熊市似乎正在深化。作为市值最高的加密货币，比特币价格于周日跌破93714美元，完全回吐今年以来的所有涨幅。这一价格水平已低于其2024年底的收盘价，意味着今年早些时候一度超过30%的年度涨幅已被“全部抹去”。这轮暴跌发生在该资产创下历史新高后仅一个多月。10月6日，比特币价格飙升至126251美元的纪录高位，但四天后，由于美国总统特朗普意外发表有关关税的言论，引发全球市场动荡，比特币随之开启了下跌通道。机构参与度的减弱是本轮下跌的核心驱动力之一。据彭博数据显示，今年以来，比特币交易所交易基金（ETF）吸引了超过250亿美元的资金流入，将其总资产管理规模推高至约1690亿美元。这些稳定的资金流曾帮助将比特币重塑为一种投资组合的多元化工具。然而，随着大型买家（包括ETF配置者和企业财务部门）的悄然退场，这种“对冲资产”的叙事正在“重新变得脆弱”。一个典型的例子是Michael Saylor的Strategy Inc.，其股价目前已接近其持有的比特币资产价值，表明投资者不再愿意为其高杠杆的比特币策略支付溢价。行情来源：Tiger宏观逆风与杠杆出清宏观经济环境的转变是另一个关键因素。Bitwise Asset Management的首席投资官Matthew Hougan指出，“整体市场处于避险模式”，而“加密货币是煤矿里的金丝雀，最先作出了反应”。近期科技股的回调也导致了市场整体风险偏好的下降。Nansen的高级研究分析师Jake Kennis表示，此次抛售是“长期持有者获利了结、机构资金外流、宏观不确定性以及杠杆多头被清算的合流”。他补充说，在经历了一段长时间的盘整后，市场已暂时选择了下行方向。山寨币跌幅更甚市场普遍的悲观情绪正在加剧抛售。Matthew Hougan表示，“加密货币散户的情绪相当负面”，许多人为了避免再次经历50%的大幅回调而选择提前离场。这种悲观情绪在波动性更高的小型代币（即“山寨币”）市场中表现得更为淋漓尽致。据报道，一个追踪前100大数字资产中后50名的MarketVector指数今年已下跌约60%。专注于去中心化金融的公司Ergonia的研究总监Chris Newhouse也观察到，市场普遍对“资本部署持怀疑态度，且缺乏自然的看涨催化剂”。","news_type":1,"symbols_score_info":{"IBIT":2}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":500950782759664,"gmtCreate":1763342844205,"gmtModify":1763342846525,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092876960691290","idStr":"4092876960691290"},"themes":[],"title":"","htmlText":"证卷会呢","listText":"证卷会呢","text":"证卷会呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500950782759664","repostId":"2584269117","repostType":4,"repost":{"id":"2584269117","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1763337834,"share":"https://www.laohu8.com/m/news/2584269117?lang=zh_CN&edition=full","pubTime":"2025-11-17 08:03","market":"hk","language":"zh","title":"今年一度达30%涨幅“全部抹去”，比特币陷入熊市","url":"https://stock-news.laohu8.com/highlight/detail?id=2584269117","media":"华尔街见闻","summary":"比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。","content":"<html><head></head><body><blockquote><p>比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。</p></blockquote><p>随着对美国政府亲加密立场的热情消退和市场避险情绪加剧，比特币正面临严峻考验，整个加密货币市场的熊市似乎正在深化。</p><p>作为市值最高的加密货币，比特币价格于周日跌破93714美元，完全回吐今年以来的所有涨幅。这一价格水平已低于其2024年底的收盘价，意味着今年早些时候一度超过30%的年度涨幅已被“全部抹去”。</p><p>这轮暴跌发生在该资产创下历史新高后仅一个多月。10月6日，比特币价格飙升至126251美元的纪录高位，但四天后，由于美国总统特朗普意外发表有关关税的言论，引发全球市场动荡，比特币随之开启了下跌通道。</p><p>机构参与度的减弱是本轮下跌的核心驱动力之一。据彭博数据显示，今年以来，比特币交易所交易基金（ETF）吸引了超过250亿美元的资金流入，将其总资产管理规模推高至约1690亿美元。这些稳定的资金流曾帮助将比特币重塑为一种投资组合的多元化工具。</p><p>然而，随着大型买家（包括ETF配置者和企业财务部门）的悄然退场，这种“对冲资产”的叙事正在“重新变得脆弱”。一个典型的例子是Michael Saylor的<a href=\"https://laohu8.com/S/MSTR\">Strategy</a> Inc.，其股价目前已接近其持有的比特币资产价值，表明投资者不再愿意为其高杠杆的比特币策略支付溢价。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48d35ae40ab05da89b4dc03a5bb25d90\" alt=\"行情来源：Tiger\" title=\"行情来源：Tiger\" tg-width=\"1279\" tg-height=\"1725\"/><span>行情来源：Tiger</span></p><h2 id=\"id_176440458\">宏观逆风与杠杆出清</h2><p>宏观经济环境的转变是另一个关键因素。Bitwise Asset Management的首席投资官Matthew Hougan指出，“整体市场处于避险模式”，而“加密货币是煤矿里的金丝雀，最先作出了反应”。</p><p>近期科技股的回调也导致了市场整体风险偏好的下降。Nansen的高级研究分析师Jake Kennis表示，此次抛售是“长期持有者获利了结、机构资金外流、宏观不确定性以及杠杆多头被清算的合流”。他补充说，在经历了一段长时间的盘整后，市场已暂时选择了下行方向。</p><h2 id=\"id_1591264760\">山寨币跌幅更甚</h2><p>市场普遍的悲观情绪正在加剧抛售。Matthew Hougan表示，“加密货币散户的情绪相当负面”，许多人为了避免再次经历50%的大幅回调而选择提前离场。这种悲观情绪在波动性更高的小型代币（即“山寨币”）市场中表现得更为淋漓尽致。</p><p>据报道，一个追踪前100大数字资产中后50名的MarketVector指数今年已下跌约60%。专注于去中心化金融的公司Ergonia的研究总监Chris Newhouse也观察到，市场普遍对“资本部署持怀疑态度，且缺乏自然的看涨催化剂”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b8a860faab95974ae80957dac26925a\" title=\"\" tg-width=\"1024\" tg-height=\"312\"/></p></body></html>","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>今年一度达30%涨幅“全部抹去”，比特币陷入熊市</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; 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class=\"title\">\n今年一度达30%涨幅“全部抹去”，比特币陷入熊市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 08:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759492><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。随着对美国政府亲加密立场的热情消退和市场避险情绪加剧，比特币正面临严峻考验，整个加密货币市场的熊市似乎正在深化。作为市值最高的加密货币，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759492\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","IBIT":"比特币ETF-iShares"},"source_url":"https://wallstreetcn.com/articles/3759492","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2584269117","content_text":"比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。随着对美国政府亲加密立场的热情消退和市场避险情绪加剧，比特币正面临严峻考验，整个加密货币市场的熊市似乎正在深化。作为市值最高的加密货币，比特币价格于周日跌破93714美元，完全回吐今年以来的所有涨幅。这一价格水平已低于其2024年底的收盘价，意味着今年早些时候一度超过30%的年度涨幅已被“全部抹去”。这轮暴跌发生在该资产创下历史新高后仅一个多月。10月6日，比特币价格飙升至126251美元的纪录高位，但四天后，由于美国总统特朗普意外发表有关关税的言论，引发全球市场动荡，比特币随之开启了下跌通道。机构参与度的减弱是本轮下跌的核心驱动力之一。据彭博数据显示，今年以来，比特币交易所交易基金（ETF）吸引了超过250亿美元的资金流入，将其总资产管理规模推高至约1690亿美元。这些稳定的资金流曾帮助将比特币重塑为一种投资组合的多元化工具。然而，随着大型买家（包括ETF配置者和企业财务部门）的悄然退场，这种“对冲资产”的叙事正在“重新变得脆弱”。一个典型的例子是Michael Saylor的Strategy Inc.，其股价目前已接近其持有的比特币资产价值，表明投资者不再愿意为其高杠杆的比特币策略支付溢价。行情来源：Tiger宏观逆风与杠杆出清宏观经济环境的转变是另一个关键因素。Bitwise Asset Management的首席投资官Matthew Hougan指出，“整体市场处于避险模式”，而“加密货币是煤矿里的金丝雀，最先作出了反应”。近期科技股的回调也导致了市场整体风险偏好的下降。Nansen的高级研究分析师Jake Kennis表示，此次抛售是“长期持有者获利了结、机构资金外流、宏观不确定性以及杠杆多头被清算的合流”。他补充说，在经历了一段长时间的盘整后，市场已暂时选择了下行方向。山寨币跌幅更甚市场普遍的悲观情绪正在加剧抛售。Matthew Hougan表示，“加密货币散户的情绪相当负面”，许多人为了避免再次经历50%的大幅回调而选择提前离场。这种悲观情绪在波动性更高的小型代币（即“山寨币”）市场中表现得更为淋漓尽致。据报道，一个追踪前100大数字资产中后50名的MarketVector指数今年已下跌约60%。专注于去中心化金融的公司Ergonia的研究总监Chris Newhouse也观察到，市场普遍对“资本部署持怀疑态度，且缺乏自然的看涨催化剂”。","news_type":1,"symbols_score_info":{"IBIT":2}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}