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BTC $74,961.87 +0.42%
ETH $2,346.19 -0.38%
BNB $633.61 +1.72%
XRP $1.44 +3.13%
SOL $88.89 +4.79%
TRX $0.3265 +0.08%
DOGE $0.0990 +4.60%
ADA $0.2582 +5.34%
BCH $455.31 +3.36%
LINK $9.52 +2.95%
HYPE $43.94 -1.00%
AAVE $115.46 +9.00%
SUI $1.00 +4.45%
XLM $0.1680 +6.49%
ZEC $341.45 -0.77%

중신증권: 현재 미국 금융 시장 환경은 축소 조건을 갖추고 있지 않다

2026-02-05 08:36:41
수집

据金十报道,中信证券研报指出,尽管沃什在 2025 年多次提及降息和缩表的政策方向,但考虑到 1 月美国资金市场流动性压力有所缓解,当前准备金占 GDP 比重仍为 10% 左右,美联储持有资产占 GDP 比重为 20% 左右,接近疫情前水平。

因此,整体而言,当前美国金融市场环境不具备缩表的条件。

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