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BTC $75,290.73 +0.36%
ETH $2,315.27 +0.25%
BNB $627.29 +1.20%
XRP $1.42 -0.00%
SOL $85.21 +0.75%
TRX $0.3303 -0.84%
DOGE $0.0947 +1.07%
ADA $0.2477 +1.09%
BCH $442.21 +0.52%
LINK $9.27 +1.63%
HYPE $41.06 -4.63%
AAVE $91.04 -1.96%
SUI $0.9435 +0.23%
XLM $0.1695 +1.13%
ZEC $311.33 -3.72%

중신증권: 현재 미국 금융 시장 환경은 축소 조건을 갖추고 있지 않다

2026-02-05 08:36:41
수집

据金十报道,中信证券研报指出,尽管沃什在 2025 年多次提及降息和缩表的政策方向,但考虑到 1 月美国资金市场流动性压力有所缓解,当前准备金占 GDP 比重仍为 10% 左右,美联储持有资产占 GDP 比重为 20% 左右,接近疫情前水平。

因此,整体而言,当前美国金融市场环境不具备缩表的条件。

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