12月降息预期骤降,美股再遭抛售,油价突然飙升

市场资讯
Nov 14, 2025

撰文:嘉盛集团资深分析师Jerry Chen美国政府“开门”第一天,美股遭遇一个月来最严重的抛售。随着越来越多的美联储官员近期表达了对通胀的担忧和降息的谨慎,这导致市场对12月是否降息存在巨大分歧,利率市场隐含的美联储12月降息概率已经降至50%,未来的累计降息幅度预期收窄至75个基点左右,这些押注比起上个月要明显鹰派。市场期待降息,但结果可能事与愿违,这显然令市场情绪转为谨慎,再叠加对AI股过热...

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