美股涨势陷入停滞,财报季和贸易谈判谁来打破僵局

第一财经
Jul 20, 2025

进入下半年以来,美股的涨势稍遇波折。虽然财报季开局亮眼提振了市场信心,风险偏好依然受制于美联储降息前景不确定性以及美国总统特朗普与美联储主席鲍威尔“剑拔弩张”背后的独立性担忧。资金流向显示,上周投资者再次大幅抛售美股基金,随着财报季的深入,外界将从微观层面观察特朗普关税政策的影响,同时美国与贸易伙伴间协议的谈判进程可能成为市场波动的催化剂。美联储料保持耐心近一周美国经济数据喜忧参半,但依然保持整体...

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