高盛交易员眼中的2025:AI热潮、分化市场与“棘手”的通胀

华尔街见闻
14 Feb

2025年开局全球金融市场便复杂多变,AI热潮、“棘手”通胀......轮番冲击市场。 在高盛S&T交易员William Hosbein的观察中,2025年前一个半月,美国国债收益率超预期上升、股市对资金流向和季节性因素的过度依赖、以及对通胀持续性的担忧,AI领域竞争加剧共同构成了一幅充满挑战的图景。 高盛观察指出: 美国国债收益率的上升幅度超出了市场预期,这不仅打破了传统的降息周期预期,也...

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