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多名美國聯儲局官員支持9月減息 通脹已大幅回落 @ 2024-08-23T Back Hot News
Keyword:美股 減息
Concept:聯儲降息 , 減息美股
隨著美聯儲即將減息,全球流動性寬松預期或帶動市場風險偏好改善,有望推動低位滯漲品種或利率敏感性資產得到修復,比如美股小盤、美股地產、美股生物科技,以及中概、恆生科技等。而美股的板塊情緒可能蔓延至全球,有望提振國內相關主題的信心,因此A股或有一定的間接利好。
近日,表現堅挺的美股、日股等海外市場遭遇劇烈震蕩,引發大家對於全球資產配置或將「大洗牌」的討論。受日本加息和美聯儲降息預期影響,日本股市上漲邏輯不再,過去風光無限的美、日等金融市場不確定性加大,有業內人士表示,

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