BTC $77,153.13 -1.33%
ETH $2,472.46 -0.18%
BNB $713.06 -0.73%
XRP $1.35 -2.43%
SOL $99.62 -1.62%
TRX $0.3384 -0.47%
DOGE $0.0838 -1.57%
ADA $0.2060 -4.04%
BCH $226.62 -8.53%
LINK $11.46 -2.99%
HYPE $79.84 -4.23%
AAVE $122.54 -1.48%
SUI $0.7340 -4.16%
XLM $0.1757 -2.38%
ZEC $1,107.18 -9.74%
AAPL $325.54 +2.12%
AMZN $253.50 +0.27%
GOOGL $334.00 +0.83%
MSFT $493.23 +0.16%
META $647.53 -1.89%
NVDA $220.41 -1.22%
TSLA $364.76 -0.41%
SNDK $1,701.54 -2.47%
INTC $101.45 -2.76%
SPCX $149.41 +1.36%
MU $987.29 -2.46%
AMD $508.47 -1.78%
BTC $77,153.13 -1.33%
ETH $2,472.46 -0.18%
BNB $713.06 -0.73%
XRP $1.35 -2.43%
SOL $99.62 -1.62%
TRX $0.3384 -0.47%
DOGE $0.0838 -1.57%
ADA $0.2060 -4.04%
BCH $226.62 -8.53%
LINK $11.46 -2.99%
HYPE $79.84 -4.23%
AAVE $122.54 -1.48%
SUI $0.7340 -4.16%
XLM $0.1757 -2.38%
ZEC $1,107.18 -9.74%
AAPL $325.54 +2.12%
AMZN $253.50 +0.27%
GOOGL $334.00 +0.83%
MSFT $493.23 +0.16%
META $647.53 -1.89%
NVDA $220.41 -1.22%
TSLA $364.76 -0.41%
SNDK $1,701.54 -2.47%
INTC $101.45 -2.76%
SPCX $149.41 +1.36%
MU $987.29 -2.46%
AMD $508.47 -1.78%

중금: 미연준 의장 후보가 자산 부채표 확장을 흔들기 어렵다

2026-02-04 08:20:43

据金十报道,中金研报指出,选择谁作为美联储主席都很难撼动资产负债表常态化扩张。尽管美联储已于去年 12 月开启扩表,流动性边际改善,但狭义流动性仍远低于"充裕水平"的下限,美元流动性指标显示仍处于疫情以来较紧张状态。

债务压力和金融市场稳定压力下,流动性趋势扩张可能是大概率事件,全球资产牛市有持续可能。

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