美日政策预期分化,美股期货下挫,金银回落,加密货币止跌反弹,拍卖需求强劲推高日债

华尔街见闻
Dec 02, 2025

全球市场正处于短期震荡修复与主要央行政策分化的交织博弈中。一方面,美联储降息预期持续,日本央行加息概率激增;另一方面,尽管周一加密货币暴跌与疲软的美国制造业数据引发避险情绪,资产表现呈现显著分化,美股期货承压,日本国债因拍卖需求强劲价格走高,加密货币止跌反弹。 12月2日,科技股走强带动亚股指上涨,欧股指涨跌不一,美元美债持平,日元仍疲软,金银回落,原油走高。 市场当前聚焦于全球主要央行的政策动向...

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