2月24日,纳指跌幅扩大至2%,明星科技股齐挫,Adobe跌超7%,特斯拉跌超4%,亚马逊跌超3%,英伟达、苹果跌超2%。
投资者担心美联储将加大紧缩力度,软着陆的希望可能渺茫。
美联储青睐的通胀指标意外加速升温:1月PCE物价指数意外加速增长,同比未能延续12月放缓势头,增速回升到11月水平,环比还创五个月最高增速,核心PCE物价指数的同比和环比增速也高于预期。同时1月消费者支出在连降两月后超预期反弹,创2021年3月以来最高环比增速。PCE价格指数超预期提速,投资者进一步押注美联储会将加息持续更久,更加市场的紧缩预期再度升温。
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