【国联民生海外 | 美股周报】海外财报与Clawdbot双轮催化,供需两线验证产业趋势下全面看好AI

声鸣海外 Global
Feb 02

报告摘要宏观回顾本周美股市场因联储换帅问题而波动放大。美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席,这一提名还需获得参议院批准。沃什主张对中央银行体系进行变革,希望缩减美联储资产负债表规模。我们认为沃什的任命对市场带来的扰动更偏短期,且考虑到其真实任命时间,年内降息预期或倾向于“前紧后松”。对于美股而言,年内货币政策空间或本就有限,财政端引导的投资方向和AI产业进程的推进与扩散或...

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