普遍预期11月CPI同比涨幅将扩大至3.1%（略高于9月份的3.0%），核心CPI年化预计维持在3.0%的水平不变。“读数落在"2%区间还是3%区间将至关重要”，分析师预计，若通胀重回2%区间，将明显提振风险偏好，并可能为美股年末“圣诞行情”打开空间；反之，若站稳3%以上，则会强化“高利率更久”的叙事。在降息预期反复、通胀路径再度分歧之际，美国市场迎来2025年最后一份重磅宏观数据。当地时间周四（...
Source Link普遍预期11月CPI同比涨幅将扩大至3.1%（略高于9月份的3.0%），核心CPI年化预计维持在3.0%的水平不变。“读数落在"2%区间还是3%区间将至关重要”，分析师预计，若通胀重回2%区间，将明显提振风险偏好，并可能为美股年末“圣诞行情”打开空间；反之，若站稳3%以上，则会强化“高利率更久”的叙事。在降息预期反复、通胀路径再度分歧之际，美国市场迎来2025年最后一份重磅宏观数据。当地时间周四（...
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