中信证券:美股“降息交易”欲行又止,静待鲍威尔发言
Aug 18, 2025 08:57:13
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ChainCatcher 消息,据金十报道,中信证券研报指出,8 月 12 日美国 7 月 CPI 发布后,美股发生风格切换,市场回想起 2024 年 6 月 CPI 发布后的“降息交易”。然而,8 月 14 日美国 7 月 PPI 大超预期,令“降息交易”受到影响。若鲍威尔在下周五的 Jackson Hole 全球央行年会上态度鸽派并“官宣” 9 月降息,美股的“降息交易”主线或将重新明确。
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