BlockBeats 消息,3 月 4 日,以太坊财库公司 BitMine 董事长 Tom Lee 接受 CNBC 采访时表示,「没人愿意看到美国卷入冲突。但必须指出的是,市场的表现比预期要坚挺得多。我不认为现在有人能断言我们已经触底,但这看起来像是在构筑底部——坏消息频出,而市场却能消化并保持稳定。更重要的是,我认为仓位已经大幅重置。
如果回顾去年 4 月,一个简单的信号是 VIX 升至 40 以上。去年曾到 80,但这次未必会到那么高。另一个信号是:再出现一条恐慌性新闻,黄金继续下跌,而股市当天反而转涨,那就说明市场已经出清了。我认为我们已经接近那个阶段。
我们认为 3 月是一个底部形成期。软件、Mag 7 和加密资产的下跌已经完成了约 90%。它们正在跑赢市场,这是领导力的体现。即便发生全球贸易扰动,你仍然需要 AI,也仍然需要 Mag 7。这些公司基本面依然强劲。投资者需要保持耐心和谨慎,保留部分现金。但我认为机会正在浮现。」
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