EPISODE · Apr 15, 2026 · 7 MIN
美银：降息预期泡汤！市场最怕的雷来了？
from 深度
美银4月基金经理调查显示，市场情绪骤降至2025年6月以来最低，滞胀预期飙升至76%，通胀预期创2021年5月以来新高，降息预期正被挤出。地缘风险成最大尾部风险，油价和半导体成最拥挤交易，投资者转向防御配置，增持现金、美元，减持日欧股票但逆势加仓科技。
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美银：降息预期泡汤！市场最怕的雷来了？
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