EPISODE · May 18, 2026 · 11 MIN
沃什风暴将至
from 虎嗅·商业有味道
5月15日，执掌8年美联储主席的鲍威尔正式卸任，凯文·沃什成为了下一任主席。相比鲍威尔，沃什可能会更容忍市场承压、更坚持缩表，并减少美联储对金融市场的隐性托底。一旦长端利率越走越高，美联储也不再像过去那样迅速安抚市场，那么过去支撑美股高估值的那套繁荣逻辑，就可能开始失去支撑。【时间轴】01:36 美股眼下的脆弱05:46 沃什为何值得市场警惕？08:53 AI叙事也消化不了高利率
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沃什风暴将至
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This episode is 11 minutes long.
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This episode was published on May 18, 2026.
What is this episode about?
5月15日，执掌8年美联储主席的鲍威尔正式卸任，凯文·沃什成为了下一任主席。相比鲍威尔，沃什可能会更容忍市场承压、更坚持缩表，并减少美联储对金融市场的隐性托底。一旦长端利率越走越高，美联储也不再像过去那样迅速安抚市场，那么过去支撑美股高估值的那套繁荣逻辑，就可能开始失去支撑。【时间轴】01:36 美股眼下的脆弱05:46 沃什为何值得市场警惕？08:53 AI叙事也消化不了高利率
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