美股的过度乐观开始修正？

智通财经网2022-08-21

终于，在美联储官员接二连三的降温下，美股的过度乐观情绪展现了修正的迹象。我在之前的两篇文章都质疑了美股市场的乐观是过度的。仔细想想，其实有些似是而非的成分。我们都知道高通胀肯定对美股来说是不好的，但比预期更强的经济和就业是好事吗？前段时间，总体上市场觉得是好事。概括本轮上涨的原因，我认为是共识的强紧缩和硬着陆预期一定程度上变为软着陆预期的提升。也就是在通胀数据下滑和企业利润、经济数据不那么差的支持...

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HCBICE
2022-08-22
HCBICE
[財迷]
不死鸟.
2022-08-22
不死鸟.
ok
麻子哥
2022-08-22
麻子哥
[微笑]
Linda2240
2022-08-21
Linda2240
[微笑]
hangyuliang
2022-08-21
hangyuliang
[微笑]
yuliang559
2022-08-21
yuliang559
[微笑]

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