逢低买入者或可无视油价波动,但绝不能无视美联储动向

智通财经
Jul 24
【逢低买入者或可无视油价波动,但绝不能无视美联储动向】在科技巨头股价暴跌引发市场剧烈动荡后,美股股指目前已趋于企稳。尽管交易员们倾向于对地缘政治局势的升级视而不见,但美联储加息概率的不断攀升,却成了他们无法忽视的焦点。正如Spectra的布伦特·唐纳利所言,当前股市正遭受多重不利因素的冲击。伊朗局势的再次升级,以及迫在眉睫的关税危机,进一步加剧了市场对通胀的担忧,并重新引发了对货币政策收紧的风险预期。尽管得益于企业盈利表现良好,加之特朗普总统一贯的政策倾向,交易员们可能更倾向于等待地缘政治局势的进一步明朗;但在市场剧烈波动之际,美联储采取更严格货币政策的风险正在上升,这可能会对股市造成进一步的下行压力。

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