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胡汉三love puppie 16888
胡汉三love puppie 16888
美联储10月议息：暂停不等于转向 美联储10月维持利率3.75%—4.00%不变，10比2，两票主张加息。表面“符合预期”，实则偏鹰观望：12月仍保留加息可能，降息不在讨论范围。库克首次投反对票，理由直指AI基建带来的通胀压力；沃什提醒，AI扩张并非不受利率影响，利率会传导至几乎所有资产，部分信用利差已走阔。声明删除前瞻指引，未来还将增设不投票的战略专题会，信号管理明显收窄。信贷条件收紧，也不是美联储急于对冲的问题。对美股与加密市场而言，短期别把“暂停”当“转向”：高利率仍压制估值，融资依赖度高的中小项目对信贷利差更敏感。接下来重点看信用利差是否继续扩大。不构成投资建议。$BTC $ETH
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07:53 · 10/29/26·1.94K views·Posted on OKX Orbit
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