美国三大股指本周收涨。投资者布局大型科技股,多家企业财报证明 AI资本投入正在实现商业化变现,这一利好对冲了美债收益率上行带来的压力。 不过长端美债收益率再创多年新高,市场担忧油价上行再度推升通胀,可能给成长股带来估值压力。与此同时,多家芯片股财报来袭,市场将迎来新一轮AI叙事考验。 美联储降息预期回落 本周出炉了大量经济数据,重头戏为美国二季度GDP及6月个人消费支出(PCE)物价...
Source Link美国三大股指本周收涨。投资者布局大型科技股,多家企业财报证明 AI资本投入正在实现商业化变现,这一利好对冲了美债收益率上行带来的压力。 不过长端美债收益率再创多年新高,市场担忧油价上行再度推升通胀,可能给成长股带来估值压力。与此同时,多家芯片股财报来袭,市场将迎来新一轮AI叙事考验。 美联储降息预期回落 本周出炉了大量经济数据,重头戏为美国二季度GDP及6月个人消费支出(PCE)物价...
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