$标普500(.SP_老虎社区_美港股上老虎

持股修身养性

01-30

$标普500(.SPX)$ 高利率持久战利好两类资产，一是垄断性科技巨头（定价权抗通胀），二是军工航天（政府订单不受加息影响）。猜大盘方向不如在确定性的细分赛道里淘金。

维持利率决议不变！美股后市如何演绎？

美联储继续按兵不动，称不确定性减弱但还高，仍预计今年降息两次，暗示滞胀风险增加；鲍威尔：预计未来数月通胀压力将因关税显著上升，就业市场并未呼吁降息。【鲍威尔新闻发布会后美股一度全线转跌，美股后市将如何演绎？】

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