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ETH $2,238.05 -0.34%
BNB $693.32 -0.19%
XRP $1.18 -3.44%
SOL $90.13 -0.23%
TRX $0.3179 -0.20%
DOGE $0.0724 +0.09%
ADA $0.1840 -0.17%
BCH $262.89 -5.45%
LINK $10.82 -0.19%
HYPE $78.84 +1.69%
AAVE $130.79 -0.38%
SUI $0.8677 +1.12%
XLM $0.1535 -1.26%
ZEC $1,327.80 +0.84%
AAPL $343.03 -0.36%
AMZN $260.32 +0.57%
GOOGL $285.72 +0.83%
MSFT $532.21 -0.36%
META $612.33 +1.07%
NVDA $188.47 +2.23%
TSLA $359.62 +3.99%
SNDK $838.50 +0.09%
INTC $56.79 +7.68%
SPCX $135.47 +7.01%
MU $692.99 +1.60%
AMD $447.82 +7.09%
BTC $75,823.17 -0.60%
ETH $2,238.05 -0.34%
BNB $693.32 -0.19%
XRP $1.18 -3.44%
SOL $90.13 -0.23%
TRX $0.3179 -0.20%
DOGE $0.0724 +0.09%
ADA $0.1840 -0.17%
BCH $262.89 -5.45%
LINK $10.82 -0.19%
HYPE $78.84 +1.69%
AAVE $130.79 -0.38%
SUI $0.8677 +1.12%
XLM $0.1535 -1.26%
ZEC $1,327.80 +0.84%
AAPL $343.03 -0.36%
AMZN $260.32 +0.57%
GOOGL $285.72 +0.83%
MSFT $532.21 -0.36%
META $612.33 +1.07%
NVDA $188.47 +2.23%
TSLA $359.62 +3.99%
SNDK $838.50 +0.09%
INTC $56.79 +7.68%
SPCX $135.47 +7.01%
MU $692.99 +1.60%
AMD $447.82 +7.09%

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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