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HYPE $79.16 +2.44%
AAVE $122.59 +1.92%
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BTC $76,517.16 +0.77%
ETH $2,442.71 +1.86%
BNB $725.33 +1.81%
XRP $1.30 +0.59%
SOL $99.78 +2.78%
TRX $0.3353 +0.14%
DOGE $0.0810 +1.24%
ADA $0.1974 +1.15%
BCH $221.39 +0.76%
LINK $11.18 +3.69%
HYPE $79.16 +2.44%
AAVE $122.59 +1.92%
SUI $0.7230 +4.96%
XLM $0.1826 +3.59%
ZEC $1,359.73 +15.02%
AAPL $333.71 +0.58%
AMZN $248.64 -0.15%
GOOGL $345.70 +0.21%
MSFT $494.43 -0.78%
META $681.60 +1.29%
NVDA $215.96 +1.03%
TSLA $361.30 +0.98%
SNDK $1,534.20 -0.69%
INTC $102.24 +1.10%
SPCX $152.72 +5.81%
MU $935.38 -0.29%
AMD $518.82 +1.88%

中信證券:短期美股面臨壓力,長期 AI 敘事有望延續

2026-08-02 16:42:42

ChainCatcher 消息,据金十報導,中信證券表示,錯過此輪加息時點後,短期無論美聯儲 9 月加息與否,美股估值均面臨壓力。但中長期看,加息落地有望釋放估值壓制,疊加"生產力與就業工作組"對 AI 的積極取向,美股 AI 敘事有望長期延續。

短期利率敏感行業、高估值低增長板塊及小盤股承壓,市場關注 8 月末 Jackson Hole 大會或 9 月議息會議。

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