比特币跌破81,000美元，韩国Kospi大跌与AI股回调加剧压力

The unexpected rise in U.S. inflation has strengthened the market's concerns about further interest rate hikes by the Federal Reserve. The reaction of the U.S. dollar and U.S. bond yields will become a key variable in gold's short-term pricing. At the same time, the sell-off in AI stocks and crypto assets reflects the contraction of risk appetite. It is necessary to pay attention to whether this is transmitted to a wider range of asset classes and triggers a game between risk aversion and liquidity. Traders can focus on observing the linkage between the U.S. dollar index and real interest rates, and whether gold shows independent hedging resilience during the decline in risk assets.