每日研究短评(2026.02.10)AI利好提振港股大涨;英伟达延续反弹行情美股收涨

招银国际财富管理
Feb 10

012026年2月9日市场表现回顾02重大要闻及数据一、 美国白宫国家经济委员会主任哈塞特表示,美国就业增长数据预计将出现放缓,但这并不意味着经济增长势头减弱,而是反映了劳动力市场结构性变化。1月非农就业报告将于周三公布,市场预计将新增就业约7万人。二、 日本首相高市早苗表示,将推动全国范围内的食品减税讨论,并明确承诺不会为此发行赤字债券。她强调,将通过非税收入和补贴审查等方式筹措资金,在确保财政...

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