美股点金丨市场波动率再升温!年末美股上涨行情能否如约而至

第一财经
Dec 14, 2025

上周美股三大指数走势分化,尾盘跳水将衡量市场波动性的恐慌指数推高近20%。甲骨文与博通的季度业绩凸显出人工智能领域资本支出的庞大规模和业绩压力,这一因素抵消了美联储货币政策释放的鸽派信号带来的利好。与此同时,美国国债收益率上扬也打压了市场情绪。未来一周,投资者将继续权衡美联储降息前景,而对人工智能领域过度投资的担忧能否化解,也将成为影响短期市场走向的关键因素。美联储未来降息预期降温上周市场需消化的...

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