陶冬:AI巨头千亿美元造梦,华尔街埋单?

第一财经
Sep 29

地缘政治再度成为焦点,美国总统特朗普对药品等课以重税(欧日豁免新税),加沙地带人道危机加剧,部分西方承认巴勒斯坦国。美国第二季度GDP增长创两年来新高,私人消费强劲,物价居高不下。美股略跌,欧洲和亚洲多数股市上涨。美元指数走高,石油和黄金白银大幅上涨。资金继续调整美联储降息预期,两年期国债收益率上扬。美国第二季度GDP被修正到3.8%(速报为3.3%),再次证实美国消费没有因为就业市场恶化而坍塌。...

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