高盛交易员：市场从怕加息转向“怎么都利好”，自满风险开始升温

【高盛交易员：市场从怕加息转向“怎么都利好”，自满风险开始升温】金色财经报道，8月14日，高盛衍生品交易员Shawn Tuteja指出，美股情绪在两周内发生明显变化。此前投资者主要担忧美联储、长债收益率、地缘风险和股票供给，如今对9月FOMC却逐渐形成一种“怎么都利好”的预期：如果美联储鸽派加息，市场认为有助于稳定长端收益率；如果不加息，则强劲盈利可能继续推动行情向非AI板块扩散。与此同时，客户净敞口已处于过去5年第67百分位，总敞口升至第89百分位，SPX Call单日成交量更达到400万张的历史纪录。Tuteja并非判断指数将明显下跌，而是认为市场已经从此前的“恐惧墙”进入潜在的自满区间：当两种政策结果都被提前解释为利好，行情对意外鹰派、长债重新上行等风险的缓冲反而下降。(金十)(2026-08-14 12:45:17)

排名	#	交易平台	24H成交额	成交涨跌幅	活跃度
1	OKX 欧易OKX	$182.28亿	-11.21%	86.7%	86.7%
2	HTX 火币huobi	$26.26亿	0.45%	68.6%	68.6%
3	Binance 币安网	$392.64亿	-8.16%	85.4%	85.4%
4	Coinbase Coinbase	$9.35亿	-15.62%	69.3%	69.3%
5	Bybit Bybit	$107.71亿	-6.82%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.73亿	-8.53%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.01亿	19.49%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.49亿	-8.55%	68.4%	68.4%
9	Upbit Upbit	$2.87亿	-21.1%	56.9%	56.9%
10	Bitget Bitget	$72.92亿	0.5%	71.1%	71.1%
11	Deribit Deribit	$4.44亿	5.27%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,074.46万	-18.26%	59.5%	59.5%
13	BiKing 币王	$215.82亿	-0.42%	31%	31%
14	MEXC MEXC	$109.99亿	1.31%	76.2%	76.2%
15	Bithumb Bithumb	$1.40亿	-9.26%	66.9%	66.9%
16	gate.io 大门	$110.18亿	-12.44%	55.2%	55.2%
17	BitTap 币泰	$11.49亿	-6.4%	26%	26%
18	Hyperliquid Hyperliquid	$16.28亿	26.66%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.08亿	-10.36%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,643.77万	-20.63%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 63230.9	$6.40万	$6.29万	$2.75亿	$1.26兆	-0.94%	-0.94%
2	ETH 以太坊	$ 1879.19	$1,898.64	$1,863.71	$1.21亿	$2,268.06亿	-0.8%	-0.8%
3	XRP 瑞波币	$ 1.0081	$1.02	$1.00	$1,999.99万	$614.11亿	-0.47%	-0.47%
4	BNB 币安币	$ 608.7	$614.30	$605.20	$651.99万	$830.02亿	-0.71%	-0.71%
5	USDC USD Coin	$ 1.0009	$1.00	$1.00	$1,879.05万	$707.78亿	0%	0%
6	SOL Solana	$ 75.66	$76.58	$75.11	$2,887.90万	$428.65亿	-1.03%	-1.03%
7	TRX 波场	$ 0.3339	$0.34	$0.33	$269.94万	$316.26亿	-1.32%	-1.32%
8	DOGE 狗狗币	$ 0.06984	$0.07	$0.07	$752.52万	$117.49亿	-1.1%	-1.1%
9	BCH 比特现金	$ 206.41	$215.93	$205.15	$37.46万	$41.24亿	-4.12%	-4.12%
10	HYPE Hyperliquid	$ 56.65	$58.49	$56.56	$1,137.17万	$192.24亿	-1.01%	-1.01%
11	ADA 艾达币	$ 0.18221	$0.19	$0.18	$340.69万	$65.51亿	-1.18%	-1.18%
12	WBTC Wrapped Bitcoin	$ 62912.4	$6.37万	$6.29万	$643.49	$81.10亿	-1.3%	-1.3%
13	LEO UNUS SED LEO	$ 9.213	$9.50	$8.97	$17.48万	$84.92亿	-1.93%	-1.93%
14	LINK ChainLink	$ 8.779	$8.90	$8.68	$55.25万	$59.53亿	0.21%	0.21%
15	XLM 恒星币	$ 0.1592	$0.16	$0.16	$38.21万	$51.60亿	-1.6%	-1.6%
16	LTC 莱特币	$ 44.73	$45.04	$44.64	$29.59万	$34.31亿	-0.64%	-0.64%
17	HBAR Hedera Hashgraph	$ 0.06531	$0.07	$0.07	$23.91万	$27.95亿	-1.62%	-1.62%
18	ZEC 大零币	$ 490.47	$497.73	$482.76	$275.91万	$80.81亿	-1.01%	-1.01%
19	AVAX Avalanche	$ 6.415	$6.55	$6.37	$29.36万	$27.60亿	-1.74%	-1.74%
20	SHIB Shiba Inu	$ 0.000004469	$0.00	$0.00	$21.03万	$26.33亿	-0.33%	-0.33%
21	SUI Sui	$ 0.6827	$0.69	$0.68	$195.54万	$25.89亿	-1.12%	-1.12%
22	CRO Cronos	$ 0.04935	$0.05	$0.05	$21.75万	$19.05亿	5.51%	5.51%
23	WLFI worldlibertyfinancial-education	$ 0.05493	$0.06	$0.05	$21.21万	$14.69亿	-0.1%	-0.1%
24	UNI Uniswap	$ 3.483	$3.62	$3.43	$302.28万	$22.12亿	-2.46%	-2.46%
25	DOT 波卡币	$ 0.7623	$0.78	$0.76	$20.47万	$12.60亿	-1.75%	-1.75%
26	MNT Mantle	$ 0.4441	$0.46	$0.44	$17.72万	$14.45亿	-3.62%	-3.62%
27	PAXG PAX Gold	$ 4336.38	$4,398.46	$4,316.12	$174.18万	$16.51亿	-0.89%	-0.89%
28	ASTER Aster	$ 0.604	$0.61	$0.60	$7.10万	$15.07亿	-0.21%	-0.21%
29	AAVE Aave	$ 87.74	$89.58	$86.93	$262.44万	$13.44亿	-1.47%	-1.47%
30	HTX HTX	$ 0.0000018243	$0.00	$0.00	$3,391.89	$18.24亿	-0.15%	-0.15%
31	TAO Bittensor	$ 200.7	$205.28	$198.09	$230.73万	$21.21亿	0.54%	0.54%
32	OKB OK币	$ 101.91	$103.88	$100.50	$186.19万	$21.40亿	-0.86%	-0.86%
33	PEPE Pepe	$ 0.000002662	$0.00	$0.00	$314.67万	$11.20亿	-2.06%	-2.06%
34	ETC 以太经典	$ 6.167	$6.31	$6.16	$16.25万	$9.56亿	-2%	-2%
35	NEAR NEAR Protocol	$ 1.616	$1.68	$1.60	$323.00万	$20.76亿	-3.23%	-3.23%
36	ICP Internet Computer(Dfinity)	$ 2.173	$2.20	$2.14	$27.01万	$11.87亿	-0.64%	-0.64%
37	PI Pi Network	$ 0.08963	$0.09	$0.09	$57.96万	$7.51亿	1.65%	1.65%
38	WLD Worldcoin	$ 0.3418	$0.35	$0.34	$804.97万	$9.25亿	0.97%	0.97%
39	ATOM 阿童木	$ 1.563	$1.57	$1.40	$23.82万	$7.61亿	11.56%	11.56%
40	FDUSD First Digital USD	$ 0.9979	$1.00	$1.00	$890.34万	$9.81亿	-0.01%	-0.01%
41	ENA Ethena	$ 0.08559	$0.09	$0.08	$240.23万	$6.81亿	-2.26%	-2.26%
42	USDD USDD	$ 0.9996	$1.00	$1.00	$3,445.52	$8.55亿	0%	0%
43	KAS Kaspa	$ 0.02523	$0.03	$0.03	$56.12万	$6.84亿	-1.13%	-1.13%
44	QNT Quant	$ 58.65	$59.23	$57.62	$1.36万	$7.08亿	1.12%	1.12%
45	ALGO Algorand	$ 0.07852	$0.08	$0.08	$6.25万	$6.94亿	-1.19%	-1.19%
46	FLR Flare	$ 0.006018	$0.01	$0.01	$6.27万	$4.98亿	0%	0%
47	XDC XDC Network	$ 0.02688	$0.03	$0.03	$2.47万	$5.13亿	1.12%	1.12%
48	APT Aptos	$ 0.5465	$0.57	$0.55	$13.48万	$4.11亿	-3.37%	-3.37%

高盛交易员：市场从怕加息转向“怎么都利好”，自满风险开始升温

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