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下雨天_a
PCE通胀数据出炉后，市场将美联储9月加息概率从36%抬升至42%。通胀小幅反弹，紧缩预期有所升温，但尚未进入大概率加息区间。即将到来的杰克逊霍尔讲话成为关键，鲍威尔的措辞会直接左右利率定价。当前宏观环境对科技、黄金、加密资产都形成压力，叠加英伟达财报落地，市场波动会放大，做好仓位风控。
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