3月伊始,美以发动对伊朗的军事袭击,引发了新一轮的全球避险情绪,金融市场出现剧烈动荡。市场关于冲突短期结束的预期落空,且冲突对国际格局、能源市场、通货膨胀和货币政策带来不确定性冲击,亚太市场率先下跌,欧美发达经济体紧随其后,全球股市暴跌。对于美国股市,虽然科技股对其有很强的支撑,然而市场正担忧AI过度投资与不成比例的应用渗透,以及对就业市场的冲击,导致科技股存在调整风险。中东冲突爆发之后,美股又...
Source Link3月伊始,美以发动对伊朗的军事袭击,引发了新一轮的全球避险情绪,金融市场出现剧烈动荡。市场关于冲突短期结束的预期落空,且冲突对国际格局、能源市场、通货膨胀和货币政策带来不确定性冲击,亚太市场率先下跌,欧美发达经济体紧随其后,全球股市暴跌。对于美国股市,虽然科技股对其有很强的支撑,然而市场正担忧AI过度投资与不成比例的应用渗透,以及对就业市场的冲击,导致科技股存在调整风险。中东冲突爆发之后,美股又...
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