美联储风波下加密概念股受关注:MSTR与Metaplanet成市场焦点

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1月13日周二,围绕美联储主席鲍威尔的调查消息引发市场波动,投资者对央行独立性的担忧升温,标普500指数整体维持窄幅整理。在这一背景下,与比特币高度相关的加密货币股票表现尤为突出,MSTR和Metaplanet成为资金关注的重点。

从个股来看,Strategy Inc.(MSTR)在披露最新比特币增持计划后股价走强。公司宣布以约12.5亿美元购入13,627枚比特币,这是其连续第三周扩充比特币储备,进一步强化“企业比特币金库”定位。消息公布后,MSTR早盘一度上涨约1.5%,市场对其长期押注比特币的策略仍给予积极反馈。Michael Saylor的表态也被视为持续加仓的信号,为股价提供了情绪支撑。

另一边,来自日本的Metaplanet同样表现亮眼。该公司股价当日上涨超过1.6%,年内累计涨幅已达46%。数据显示,Metaplanet目前持有超过35,000枚比特币,总投入约4.51亿美元,使其跻身全球企业比特币持仓前列。整体来看,投资者正在通过此类股票间接布局比特币价格走势,增强对抗宏观不确定性的配置弹性。

大盘方面,标普500指数在盘中消化消息后小幅收涨0.15%。尽管调查事件一度压制风险偏好,但部分零售和科技板块回暖,帮助指数收复失地。与此同时,避险资产同步走强,比特币价格维持在91,000美元上方,以太坊站稳3,100美元附近,黄金与白银价格也刷新阶段高位。

综合来说,在美元走弱与债券收益率回落的环境下,市场情绪正逐步转向对非主权资产和加密相关标的的再评估。MSTR、Metaplanet以及标普500的表现,成为观察2026年初资金走向与风险偏好的重要窗口。

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