美股11月坐上“过山车”,美联储降息成救命稻草?

金十数据
Nov 26, 2025

AI播客:换个方式听新闻下载mp3音频由扣子空间生成自11月以来,美股一直处于悬崖边缘,日内极易出现大幅波动,交易员时而看涨、时而看空——有时甚至在同一天内转变立场。市场将此归咎于对股市高估值(尤其是AI板块)的阶段性担忧。然而,利率在依赖债务融资的AI投资热潮中所扮演的角色,也已成为市场叙事的重要组成部分。这或许可以解释,为何英伟达上周公布强劲季度财报后,仅暂时安抚了投资者情绪,此后随着市场...

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