衰退不是降息带来的，_老虎社区_美港股上老虎

gugu
09-10

衰退不是降息带来的，真到衰退的时候，只能更大力度降息。美股的问题是，就业数据不佳，经济放缓指标显现，可是美股的估值一直在高位。//@Mediator:

就业再烂，降息也不可能再加速降息，毕竟还有关税通胀摆在那，除非完全视通胀如无物，现在包括以后再大幅下修股指也只会下跌而不会上涨，因为目前的降息预期已经被前几次下修拉满了（今年降息50-75基点，也就是近乎三连降），也就是说这种情况下再次下修，经济必然一定程度衰退，带动股指下跌。

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gugu
·09-10
目前看来美国经济问题不大，刚刚进入降息通道，应该还算安全。只是略微贵一点，风险还算好。
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厚积薄发886
·09-10
我就是担心美股跌下来，港A受牵连，不知道要不要减少仓位 [捂脸]
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