美国温和的CPI通胀报告消除了投资者对滞胀的担忧,为美联储降息铺平了道路,全球投资者随即大举买入最具风险性的资产。 从科技巨头到小盘股,从新兴市场到加密货币,几乎所有风险资产类别都呈现出强势上涨态势。标普500指数重返历史高点,小盘股、新兴市场和半导体板块延续上涨势头。尽管特朗普的关税政策威胁可能扰乱全球贸易,但市场波动率指标仍大幅下跌。以太坊过去一个月飙升55%,而Meme股也重新受到追捧。 ...
Source Link美国温和的CPI通胀报告消除了投资者对滞胀的担忧,为美联储降息铺平了道路,全球投资者随即大举买入最具风险性的资产。 从科技巨头到小盘股,从新兴市场到加密货币,几乎所有风险资产类别都呈现出强势上涨态势。标普500指数重返历史高点,小盘股、新兴市场和半导体板块延续上涨势头。尽管特朗普的关税政策威胁可能扰乱全球贸易,但市场波动率指标仍大幅下跌。以太坊过去一个月飙升55%,而Meme股也重新受到追捧。 ...
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