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ETH $2,303.07 -4.21%
BNB $720.00 -3.71%
XRP $1.27 -3.31%
SOL $99.61 -4.71%
TRX $0.3288 -0.16%
DOGE $0.0756 -5.52%
ADA $0.2030 -6.03%
BCH $269.66 -5.88%
LINK $11.39 -5.32%
HYPE $75.09 -3.88%
AAVE $135.09 -8.32%
SUI $0.9223 -6.86%
XLM $0.1684 -4.76%
ZEC $1,144.15 -7.68%
AAPL $346.70 -0.36%
AMZN $247.41 -0.91%
GOOGL $319.29 -1.38%
MSFT $522.01 -0.65%
META $640.51 -0.98%
NVDA $211.09 -0.94%
TSLA $369.49 -1.02%
SNDK $1,216.84 -5.78%
INTC $85.64 -2.44%
SPCX $145.84 -1.34%
MU $871.72 -2.25%
AMD $514.37 -1.50%

中信证券:短期美股面临压力,长期 AI 叙事有望延续

2026-08-02 16:42:42

ChainCatcher 消息,据金十报道,中信证券表示,错过此轮加息时点后,短期无论美联储 9 月加息与否,美股估值均面临压力。但中长期看,加息落地有望释放估值压制,叠加“生产力与就业工作组”对 AI 的积极取向,美股 AI 叙事有望长期延续。

短期利率敏感行业、高估值低增长板块及小盘股承压,市场关注 8 月末 Jackson Hole 大会或 9 月议息会议。

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