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ETH $2,677.62 -0.73%
BNB $768.76 -0.05%
XRP $1.49 +0.11%
SOL $119.34 +0.72%
TRX $0.3348 +0.14%
DOGE $0.0932 -0.14%
ADA $0.2471 +0.72%
BCH $313.66 +3.11%
LINK $13.92 -2.05%
HYPE $89.50 +2.10%
AAVE $180.72 +3.51%
SUI $1.18 +1.88%
XLM $0.2159 -0.88%
ZEC $1,319.26 -0.38%
AAPL $333.20 +0.73%
AMZN $251.58 +1.06%
GOOGL $342.88 +1.00%
MSFT $517.09 +0.43%
META $727.02 +0.09%
NVDA $234.40 +1.24%
TSLA $370.96 +4.35%
SNDK $1,720.20 -3.40%
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SPCX $158.91 +6.65%
MU $1,066.90 -2.19%
AMD $634.86 +2.54%

華泰マクロ:ウォッシュは「利下げ+バランスシート縮小」政策の組み合わせを推進する可能性がある

2026-01-31 14:22:44

据金十报道,华泰宏观研报指出,北京时间 1 月 30 日,特朗普宣布提名凯文·沃什为下一任联储主席。沃什担任联储主席后,可能推动"降息+缩表"的政策组合,且与总统的沟通可能更为顺畅。然而,特朗普政府对资本市场和流动性的呵护仍将保持,货币政策总体取向仍偏宽松。中期来看,联储独立性可能受到侵蚀,美元内在价值下降的趋势或不会改变。

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