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THINKING ALOUD

即使美联储转鹰，华尔街为何仍能持续上涨

市场预期、人工智能驱动的生产力乐观情绪是部分原因

    • 华尔街实际上在押注，美联储主席 Kevin Warsh 将采取温和的货币紧缩政策，而不会扼杀经济。
    • 华尔街实际上在押注，美联储主席 Kevin Warsh 将采取温和的货币紧缩政策，而不会扼杀经济。 图片来源：路透社

    R Sivanithy

    Published Tue, Sep 8, 2026 · 07:00 AM

    本文由 AI 翻译，关键事实请以原文为准。

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    【纽约】美联储主席 Kevin Warsh 于8月28日发表的首次杰克逊霍尔年会讲话释放了一个在正常情况下可能会让华尔街深感不安的信号。

    他强调通胀仍然过高，并重申了美联储对2%通胀目标的承诺。

    最重要的是，他表示，除非央行确信潜在通胀正“明确且足够迅速地”朝该目标迈进，否则美联储“仍有工作要做”。

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