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BTC $84,520.41 -0.02%
ETH $2,662.33 -1.10%
BNB $765.49 -0.49%
XRP $1.48 -1.04%
SOL $118.09 +0.40%
TRX $0.3341 -0.33%
DOGE $0.0918 -2.22%
ADA $0.2403 -1.89%
BCH $307.23 -0.11%
LINK $13.65 -4.25%
HYPE $86.40 -0.49%
AAVE $180.64 +6.28%
SUI $1.12 -3.26%
XLM $0.2129 -2.49%
ZEC $1,286.55 -2.50%
AAPL $333.34 +0.90%
AMZN $250.85 +0.82%
GOOGL $343.16 +1.12%
MSFT $517.54 +0.73%
META $727.48 +0.23%
NVDA $233.95 +1.19%
TSLA $371.31 +4.65%
SNDK $1,718.91 -3.31%
INTC $119.34 -0.40%
SPCX $158.84 +6.78%
MU $1,071.85 -1.62%
AMD $632.89 +2.86%

中信證券:短期美股面臨壓力,長期 AI 敘事有望延續

2026-08-02 16:42:42

ChainCatcher 消息,据金十報導,中信證券表示,錯過此輪加息時點後,短期無論美聯儲 9 月加息與否,美股估值均面臨壓力。但中長期看,加息落地有望釋放估值壓制,疊加"生產力與就業工作組"對 AI 的積極取向,美股 AI 敘事有望長期延續。

短期利率敏感行業、高估值低增長板塊及小盤股承壓,市場關注 8 月末 Jackson Hole 大會或 9 月議息會議。

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