为什么软件设计公司FIG爆跌?美股7月创十次新高背后的‘危险信号

美股投资网
Aug 05

上周的美国非农就业数据再次呈现出经济放缓的迹象,这让市场普遍预期美联储可能会实施降息,以应对经济疲软。因此,市场进入了“坏消息是好消息”的反应模式,经济数据不佳被解读为美联储宽松政策的信号,推动了美股的强劲反弹,尤其是芯片股等科技类股领涨。然而,目前市场的乐观情绪仍然处于一个相对脆弱的平衡之中。投资者在积极押注降息可能带来的经济刺激,但忽视了降息可能同时预示着更为严重的“经济硬着陆”风险。如果未来...

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