《轮动华泰》关注12月全球央行议息 铜价升至纪录水平

阿斯达克财经
Dec 05, 2025

12月全球主要央行将进行今年最后一次议息,美国联储局超过八成下星期将再下调利率;而日本央行与之相反,极大机会在12月19日公布这轮紧缩周期以来第四次加息。参考去年8月,美日债息差收窄恐导致套息交易(carry trade)平仓,并引发大规模资产波动,拖累环球股市急挫。S金购21634,行使价3400.99元、2026年5月到期;S金沽22479,行使价2776元、2026年4月到期。憧憬“十五五”...

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