高盛交易员:警惕经济数据裂痕刹停美股涨势

格隆汇
Sep 10, 2025

格隆汇9月10日|高盛集团一名宏观交易员表示,未来12个月内,投资者需要保持警惕,识别哪些经济数据可能对这轮创纪录的股市上涨构成威胁。该行的保罗·夏沃内指出,就业市场数据将在预警经济裂痕方面发挥关键作用。他举例称,纽约联储的数据显示,目前虽然失业的概率仍然较低,但一旦失业,工人找到新工作的概率仅为45%,这是有史以来的最低估值。标普500指数周三再创历史新高。然而,美国劳动力市场、财政支出以及市场...

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