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29m
“好消息就是坏消息”!花旗:美股财报季聚焦宏观数据
财报季通常会让市场更为关注微观问题。然而,即将到来的美联储会议、特朗普“百日新政”,以及经济数据读数与股市反应之间的异常背景,都值得投资者审视一下与标普500指数的短期宏观相关性。 花旗发布研报指出,目前,美股处于好(宏观)消息即坏(股市)消息的环境中,这种情况可能会持续到第一季度。更多的负利率相关性,特别是实际利率,以及颠倒的盈亏平衡关系是这一机制的关键驱动因素。从跨资产波动的角度来看,与美元的 ...
41m
特朗普刚夸完,投资者却集体“跑路”!比特币跌破10万美元大关
智通财经APP获悉,比特币价格下跌,而就在几天前,美国总统特朗普在一项行政命令中指出数字资产行业是美国创新的关键驱动力,交易员获利了结。周一,比特币价格下跌超过4.6%,至10万美元以下,Solana和Cardano等较小的代币遭遇更严重的抛售。
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