木头姐：比特币与黄金走势分化显现，“新经济”正在逐步成形

Cathie Wood, founder of Ark Invest, stated on X that Bitcoin is gradually decoupling from gold and showing divergence, while companies actively embracing AI are accelerating job creation. These signals are not isolated from one another, and may point to stronger real economic growth alongside a powerful deflationary cycle driven by technological advancement. Current market consensus is still pricing based on the "old economy," yet a "new economy" is gradually taking shape.

Cathie Wood also analyzed the non-farm payroll data released this week. She noted that the latest jobs report shows the U.S. economy remains robust, but the market may interpret this data as a sign of rising inflation and further policy tightening by the Federal Reserve. More importantly, a series of structural changes are emerging, including: headline inflation at 3.7%, oil prices potentially heading toward $30, U.S. stocks continuing to hit new highs amid rising interest rates, and corporate capital expenditures breaking through a bottleneck that had persisted for over 20 years—all of which deserve close attention.