BTC $78,415.49 -0.12%
ETH $2,469.04 +0.89%
BNB $698.45 +0.47%
XRP $1.37 -5.26%
SOL $96.65 -0.35%
TRX $0.3353 -0.75%
DOGE $0.0850 -1.70%
ADA $0.2052 -2.89%
BCH $261.18 -1.51%
LINK $11.27 -0.54%
HYPE $80.26 +0.39%
AAVE $123.18 -2.68%
SUI $0.7380 -3.46%
XLM $0.1792 -3.59%
ZEC $784.68 +0.49%
BTC $78,415.49 -0.12%
ETH $2,469.04 +0.89%
BNB $698.45 +0.47%
XRP $1.37 -5.26%
SOL $96.65 -0.35%
TRX $0.3353 -0.75%
DOGE $0.0850 -1.70%
ADA $0.2052 -2.89%
BCH $261.18 -1.51%
LINK $11.27 -0.54%
HYPE $80.26 +0.39%
AAVE $123.18 -2.68%
SUI $0.7380 -3.46%
XLM $0.1792 -3.59%
ZEC $784.68 +0.49%

中信证券:短期美股面临压力,长期 AI 叙事有望延续

2026-08-02 16:42:42

ChainCatcher 消息,据金十报道,中信证券表示,错过此轮加息时点后,短期无论美联储 9 月加息与否,美股估值均面临压力。但中长期看,加息落地有望释放估值压制,叠加“生产力与就业工作组”对 AI 的积极取向,美股 AI 叙事有望长期延续。

短期利率敏感行业、高估值低增长板块及小盘股承压,市场关注 8 月末 Jackson Hole 大会或 9 月议息会议。

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