“华西研究”小程序全面升级!专业研值,一镜到底!华西海外策略全球市场一周主要观点:本周美股科技股出现明显回调,全球多数市场波动趋于加大。由于市场对于AI泡沫的担忧加大,美联储降息表态偏鹰派,特朗普签署统一人工智能监管规则,叠加日本央行行长植田和男表示到2027年会出现多次加息,本周美股科技股回调幅度较大;博通、甲骨文、闪迪等美股科技股在本周内的交易日中出现单日大幅回撤。目前TAMAMA科技指数...
Source Link“华西研究”小程序全面升级!专业研值,一镜到底!华西海外策略全球市场一周主要观点:本周美股科技股出现明显回调,全球多数市场波动趋于加大。由于市场对于AI泡沫的担忧加大,美联储降息表态偏鹰派,特朗普签署统一人工智能监管规则,叠加日本央行行长植田和男表示到2027年会出现多次加息,本周美股科技股回调幅度较大;博通、甲骨文、闪迪等美股科技股在本周内的交易日中出现单日大幅回撤。目前TAMAMA科技指数...
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