加息之外：市场未来驱动力何在
与人工智能相关的资本支出效益，预计将逐渐体现在企业营收和利润率上
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本文由AI辅助翻译
六月是全球货币政策的关键月份。
欧洲中央银行（European Central Bank）将其关键政策利率上调25个基点。美国联邦储备局（The US Federal Reserve，简称美联储）则一致决定将联邦基金利率维持在3.5%至3.75%的区间不变，但新任主席 Kevin Warsh 开启了一个新时代，旨在重建该机构抗击通胀的信誉。
市场已逐渐消化美联储可能调整其政策路径的可能性，一些市场人士甚至预计年底前会再次加息。
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