BTC $78,522.71 -0.52%
ETH $2,482.08 +0.78%
BNB $699.80 +0.13%
XRP $1.39 -5.64%
SOL $96.80 -1.03%
TRX $0.3353 -0.93%
DOGE $0.0853 -3.21%
ADA $0.2064 -3.60%
BCH $261.64 -2.41%
LINK $11.34 -1.27%
HYPE $81.20 -0.74%
AAVE $124.26 -3.05%
SUI $0.7401 -4.91%
XLM $0.1805 -4.63%
ZEC $785.47 -0.45%
BTC $78,522.71 -0.52%
ETH $2,482.08 +0.78%
BNB $699.80 +0.13%
XRP $1.39 -5.64%
SOL $96.80 -1.03%
TRX $0.3353 -0.93%
DOGE $0.0853 -3.21%
ADA $0.2064 -3.60%
BCH $261.64 -2.41%
LINK $11.34 -1.27%
HYPE $81.20 -0.74%
AAVE $124.26 -3.05%
SUI $0.7401 -4.91%
XLM $0.1805 -4.63%
ZEC $785.47 -0.45%

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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