大家好,我是海豚君!财报季终于快要尘埃落定,久违的策略周报重新与大家见面! 期间 Jackson Hole 会议上鲍威尔的利息政策惊天逆转,美股也冲高回落。现在的关键问题是,进入 9 月份了,美股还能拉出新高吗?一、美联储政策惊天逆转?表面看起来 Jackson Hole 会议上,一直偏鹰的鲍威尔似乎突然转鸽,但海豚君更为关注的鲍威尔态度转向时给出的两个关键判断:1)经过一段时间观察,认为关税的...
Source Link大家好,我是海豚君!财报季终于快要尘埃落定,久违的策略周报重新与大家见面! 期间 Jackson Hole 会议上鲍威尔的利息政策惊天逆转,美股也冲高回落。现在的关键问题是,进入 9 月份了,美股还能拉出新高吗?一、美联储政策惊天逆转?表面看起来 Jackson Hole 会议上,一直偏鹰的鲍威尔似乎突然转鸽,但海豚君更为关注的鲍威尔态度转向时给出的两个关键判断:1)经过一段时间观察,认为关税的...
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