[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio66903f10":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio66903f10","美股大跌，美联储可能需要加息来抑制核心通胀","\u002Fdoc\u002Fdcio66903f10","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">周一美联储理事突然释放出强烈的鹰派信号，他表示，如果即将公布的核心通胀数据继续显示广泛且顽固的价格压力，美联储可能不得不重新考虑加息。他在为纽约一场活动准备的讲话中指出，如果本周公布的核心通胀数据依然“火热”，联邦公开市场委员会（\u003C\u002Fspan>FOMC\u003Cspan style=\"font-family: DengXian;\">）将需要认真考虑在短期内进一步收紧货币政策。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">这番表态迅速引发市场震动。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">消息公布后，美股三大指数急跌，美国国债收益率全线飙升。其中，\u003C\u002Fspan>10\u003Cspan style=\"font-family: DengXian;\">年期美债收益率一度上涨超过\u003C\u002Fspan>5\u003Cspan style=\"font-family: DengXian;\">个基点，升至\u003C\u002Fspan>4.62%\u003Cspan style=\"font-family: DengXian;\">附近；对货币政策更敏感的\u003C\u002Fspan>2\u003Cspan style=\"font-family: DengXian;\">年期美债收益率上涨约\u003C\u002Fspan>7\u003Cspan style=\"font-family: DengXian;\">个基点，触及\u003C\u002Fspan>4.28%\u003Cspan style=\"font-family: DengXian;\">，反映出投资者开始重新评估未来利率路径。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">股市则遭遇明显抛售。纳斯达克\u003C\u002Fspan>100\u003Cspan style=\"font-family: DengXian;\">指数跌幅一度扩大至近\u003C\u002Fspan>2%\u003Cspan style=\"font-family: DengXian;\">，标普\u003C\u002Fspan>500\u003Cspan style=\"font-family: DengXian;\">指数跌约\u003C\u002Fspan>0.8%\u003Cspan style=\"font-family: DengXian;\">，道琼斯工业平均指数跌约\u003C\u002Fspan>0.5%\u003Cspan style=\"font-family: DengXian;\">。作为高估值成长板块代表的科技股成为重灾区，费城半导体指数跌幅接近\u003C\u002Fspan>5%\u003Cspan style=\"font-family: DengXian;\">，市场对高利率环境下科技企业估值承压的担忧迅速升温。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">与此同时，市场避险情绪明显升高。\u003C\u002Fspan>VIX\u003Cspan style=\"font-family: DengXian;\">恐慌指数盘中上涨超过\u003C\u002Fspan>12%\u003Cspan style=\"font-family: DengXian;\">，美元指数扩大涨幅，而新兴市场货币则普遍承压。黄金也遭遇大幅抛售，现货黄金一度下跌约\u003C\u002Fspan>3%\u003Cspan style=\"font-family: DengXian;\">，自\u003C\u002Fspan>7\u003Cspan style=\"font-family: DengXian;\">月初以来首次跌破每盎司\u003C\u002Fspan>4000\u003Cspan style=\"font-family: DengXian;\">美元的重要心理关口。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">更值得关注的是，利率市场的预期正在发生变化。根据美国短期利率期货定价，交易员预计美联储\u003C\u002Fspan>7\u003Cspan style=\"font-family: DengXian;\">月加息的概率已升至约\u003C\u002Fspan>45%\u003Cspan style=\"font-family: DengXian;\">，而当天稍早这一概率还仅为\u003C\u002Fspan>35%\u003Cspan style=\"font-family: DengXian;\">。换句话说，市场开始认真对待“再次加息”的可能性，而这在几个月前几乎无人提及。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">沃勒表示，美国经济目前依然表现稳健，劳动力市场保持强劲，消费者支出也展现出较强韧性。然而，他认为通胀压力并未真正消退。关税政策、能源价格上涨以及人工智能基础设施建设带来的投资热潮，都可能成为推动价格继续上涨的重要因素。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">他直言：“无论你采用什么指标来衡量，今年的通胀都在上升。”对于核心通胀持续高企的速度，沃勒坦言自己“感到担忧”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">他特别提到了美联储最关注的核心\u003C\u002Fspan>PCE\u003Cspan style=\"font-family: DengXian;\">（个人消费支出价格指数）。截至今年\u003C\u002Fspan>5\u003Cspan style=\"font-family: DengXian;\">月，核心\u003C\u002Fspan>PCE\u003Cspan style=\"font-family: DengXian;\">同比增速已经升至\u003C\u002Fspan>3.4%\u003Cspan style=\"font-family: DengXian;\">。沃勒指出，这一指标实际上从今年\u003C\u002Fspan>1\u003Cspan style=\"font-family: DengXian;\">月开始便持续走高，而且上涨趋势早于中东冲突升级，因此不能简单归因于地缘政治因素或能源价格波动。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">不过，沃勒也并非完全转向鹰派。他表示，如果未来几个月核心通胀数据能够持续回落，并显示出明确的降温趋势，那么维持当前利率水平仍然是合理选择。但在经历了上半年通胀明显反弹之后，他需要看到连续数个月的低通胀数据，才能确认物价正在重新回到正确轨道。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股投资网研究发现，市场接下来最关注的焦点，无疑是美国劳工统计局即将公布的最新\u003C\u002Fspan>CPI\u003Cspan style=\"font-family: DengXian;\">数据。如果这份报告再次超出预期，不仅可能进一步强化加息预期，也将对美股、债市以及全球风险资产形成新的压力。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">对于投资者而言，过去一年最重要的逻辑一直是“通胀回落—降息开启—流动性改善”。而如今，沃勒的最新表态提醒市场：这条主线并非板上钉钉。如果通胀重新抬头，美联储甚至不排除再次加息，那么当前市场对于降息和估值扩张的乐观预期，都可能面临重新定价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY.jpg","2026-07-13T18:46:52","2026.07.13","2026\u002F07\u002F13",59535,[22],"SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]