华尔街到陆家嘴精选丨大摩:做空美元的时候到了!高盛:做多黄金是“Top Trade”!AI应用时代到来 谁是下一个Applovin?

第一财经
09 Dec 2024

①美国11月新增非农反弹但失业率走高 降息节奏何去何从?美国11月季调后非农就业人口增加22.7万人,为4月以来最大增幅,高于市场预期的20万人。美国11月失业率升高0.1个百分点至4.2%,与预期一致,为8月以来新高,失业人数为710万,高于一年前的水平。非农就业数据公布后,美股期货小幅走高,而美国国债收益率走低。交易员加大了对美联储降息的押注,目前预计12月降息25个基点的可能性超过88%,而...

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