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"title": "川普支持率剩40% 期中选举恐变天!美银点名债券是Q4逆势赢家",
"shortTitle": "川普支持率剩40% 期中选举恐变天!美银点名债券是Q4逆势赢",
"img": "https://cimg.cnyes.cool/prod/news/6598864/l/e6e57d18e7db0e71bcff6668a52f12bc.jpg",
"description": "若以美国总统川普支持率仅介于35%至40%来看,民主党在期中选举一举拿下参议院与众议院的可能性正持续升高。美国银行(BAC-US) 首席股票策略师认为,这将成为重大避险事件,可能导致股市与美元重挫,债券则有望一路上涨至年底。 美银策略师哈特奈特(Michael Hartnett)指出,民主党若全面掌控国会,最令股市担忧的是,美国政策可能从「民粹资本主义」转向「民粹社会主义」,并扭转低税负与放宽监管的趋势。其结果将不利每股盈余(EPS),促使市场下修获利预期;整体而言,政治情势变化也将挑战K型财富",
"createdAt": "2026-09-06T22:30:04.000Z",
"author": "网络",
"pv": 78,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14330,
"title": "别被亮眼非农骗了 8月就业报告其实利多债市",
"shortTitle": "别被亮眼非农骗了 8月就业报告其实利多债市",
"img": "https://cimg.cnyes.cool/prod/news/6598856/l/b353a64e7d8e0316e7c3d488c0681b7e.jpg",
"description": "《MarketWatch》观点专栏指出,分析华尔街权威人士说法,仿佛上周五公布的最新就业数据显示,美国劳工的处境从未如此美好。遗憾的是,对美国劳工而言,事实并非如此。 仔细观察便会发现,这波仅维持一个月的表面就业荣景,主要来自夏季新增的低薪餐旅业职缺,以及地方政府为迎接新学年提前聘用教师。 据称8月非农就业人口增加16.2万人,其中上述两类职缺合计就占10.3万人,接近总数的三分之二。至于原本应受惠于人工智慧(AI)泡沫式疯狂支出、景气火热的高薪资讯科技业,实际上反而减少就业。 在这场所谓的就业",
"createdAt": "2026-09-06T22:20:05.000Z",
"author": "网络",
"pv": 75,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14421,
"title": "高股息股票怎么选?First Eagle看好这「3档」标的",
"shortTitle": "高股息股票怎么选?First Eagle看好这「3档」标的",
"img": "https://cimg.cnyes.cool/prod/news/6598771/l/c0743d150fde28c4881a810f7c259b04.jpg",
"description": "AI交易疑虑与债券殖利率走高之际,高股息股票成为市场焦点。First Eagle点名3档具成长潜力标的,包括诺布尔、Kesko与Becton Dickinson。",
"createdAt": "2026-09-06T21:40:04.000Z",
"author": "网络",
"pv": 75,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14325,
"title": "〈台股盘前要闻〉台指期夜盘突破4万7、金融指数率先创新高、台湾50指数药华药进榜",
"shortTitle": "〈台股盘前要闻〉台指期夜盘突破4万7、金融指数率先创新高、台",
"img": "https://cimg.cnyes.cool/prod/news/6598855/l/d2a39a51b98a1c5d6107d3b6a7325ea5.jpg",
"description": "台股盘前要闻",
"createdAt": "2026-09-06T21:10:04.000Z",
"author": "网络",
"pv": 70,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 14322,
"title": "美股下周展望|美股距新高仅1%,CPI真正考验是10年期美债殖利率会否逼近5%",
"shortTitle": "美股下周展望|美股距新高仅1%,CPI真正考验是10年期美债",
"img": "",
"description": "2026年09月06日(优分析/产业数据中心报导)⸺ 美股本周聚焦8月通膨数据。若CPI高于预期,联准会9月升息机率可能进一步上升,并推动10年期美债殖利率向5%靠近,高估值股票将面临较大压力。 标普500指数上周小幅收高,距8月中旬的历史高点约1%,今年以来累计上涨近13%。不过,10年期美债殖利率周五升至4.78%,已接近部分投资人关注的5%位置。 市场目前对9月是否升息仍没有一致看法。美国8月非农就业新增16.2万人,接近市场预估三倍,带动联邦基金期货反映的9月升息机率回升至57%。就业数",
"createdAt": "2026-09-06T14:30:06.000Z",
"author": "网络",
"pv": 85,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14320,
"title": "民主党期中选举横扫或打崩美股!美银:恐跌逾10%、戳破AI泡沫",
"shortTitle": "民主党期中选举横扫或打崩美股!美银:恐跌逾10%、戳破AI泡",
"img": "https://cimg.cnyes.cool/prod/news/6598691/l/d9574f4e2961e09c59b3ebec4dbb7dd9.jpg",
"description": "美银首席投资策略师Hartnett警告,全球债券殖利率升至20年高点,成为AI资本支出热潮最大威胁;若民主党横扫美国期中选举,美股恐跌逾10%,AI泡沫面临破裂风险。",
"createdAt": "2026-09-06T13:40:03.000Z",
"author": "网络",
"pv": 69,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
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"cache": false
}