美股点金丨AI恐慌交易蔓延,美股“2月寒流”何时结束?

第一财经
Feb 15

受所谓“AI恐慌交易”以及1月非农就业后美联储短期维持政策不变的概率上升影响,美国股市本周下跌。虽然华尔街迎来了投资者通常会乐见的宏观环境——就业增长稳健、通胀放缓,但由于市场对科技企业成本与利润率压力的担忧抑制了乐观情绪,股市始终难以获得上行动能。未来一周,科技股能否企稳,美联储降息预期是否强化或成为市场止跌与否的关键。美联储降息预期小幅升温下周投资者需要消化大量经济数据,整体表现喜忧参半。月度...

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