谁将从降息中获益最多?

英为财情
Aug 24, 2025

Investing.com - 高利率维持较长时间已经定义了近年来的市场领导格局,但通胀软化迹象和就业数据已经改变了市场预期。 根据欧特克公司的数据,7月温和的CPI数据,加上疲软的就业报告以及对9月降息50个基点的呼声,已经促使投资者预期"9月降息的可能性超过90%,并且预计年底前将有两次以上的降息"。 最明显的受益者是小型股公司,它们受到高借贷成本的不成比例打击。小型企业即使是短期贷款仍在支付...

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