4.8 Markets VanEck预测2026年Q1风险偏好上升，数字资产、AI和黄金受益。公司长期看好加密货币，但对比特币短期持谨慎态度。
VanEck预计2026年第一季度将迎来风险偏好环境，主要受益于财政和货币政策的明朗化，美国赤字缩减和利率稳定增强了投资者信心。该公司指出，数字资产、人工智能、私募信贷、黄金和印度等板块在近期市场调整后重新展现投资机会。尽管VanEck对加密货币长期持看涨态度，但对未来三到六个月持谨慎立场，指出比特币传统的四年周期在2025年被打破，导致短期预测变得复杂。VanEck内部对比特币短期前景存在分歧，但整体认为政策透明度提升和不确定性降低有利于风险资产。报告还指出，比特币已与股票和黄金脱钩，超卖指标显示其具备反弹潜力。即将到来的美国中期选举和当前宏观环境预计将在2026年初进一步支持包括加密资产在内的风险资产。
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