Loading...
Loading...
2026年 vs 1970年代滞胀对比:美联储短期内不会降息,比特币或回调至75-78k,AI股市震荡向上 美国4月CPI重新升到3.8%。“6月降息、9月降息、年底大放水。”的幻想已经破灭 现在最重要的, 不是梭哈❌。 而是: 活到下一轮放水✅。 美联储现在最怕的,就是重演1970年代“滞胀”。 当年美国就是: 能源暴涨 → 通胀失控 → 过早宽松 → 最后不得不暴力加息。 为什么我认为现在像1970年代? 因为两者核心矛盾一模一样: 都是“能源供给冲击”导致的通胀。
Rising inflation and a new Fed chair committed to fighting inflation matter for tech professionals because higher yields and tighter policy affect financing, valuations, and capital allocation for tech and crypto. Bitcoin price swings and AI sector resilience influence risk management and investment timing.
Dossier last updated: 2026-05-14 14:52:39
Investors are preparing for higher U.S. Treasury yields as newly appointed Federal Reserve Chair Kevin Warsh focuses on fighting inflation, according to the article’s title. The headline suggests markets expect a more hawkish monetary policy stance, which typically puts upward pressure on government bond yields and can tighten financial conditions. Higher Treasury yields matter because they influence borrowing costs across the economy, affect equity valuations, and shape global capital flows. With no article body provided, details such as the timing of Warsh’s appointment, specific policy signals, yield levels, or market reactions are not available.
The U.S. Senate has approved Kevin Warsh to serve as chair of the Federal Reserve, according to the article’s title. No additional details are provided about the vote count, timing, term length, or whether Warsh is replacing an incumbent chair or filling a vacancy. If accurate, the confirmation would place Warsh at the head of the U.S. central bank, a role that influences interest-rate policy, financial regulation, and market expectations. The development matters because Federal Reserve leadership can affect inflation management, employment conditions, banking oversight, and broader economic stability. Further reporting would be needed to confirm the confirmation date, the scope of the appointment, and any policy priorities signaled during the nomination process.
道指因通胀升温下跌,但英伟达等AI概念股逆势上扬(实时行情) - Investor's Business Daily
2026年 vs 1970年代滞胀对比:美联储短期内不会降息,比特币或回调至75-78k,AI股市震荡向上 美国4月CPI重新升到3.8%。“6月降息、9月降息、年底大放水。”的幻想已经破灭 现在最重要的, 不是梭哈❌。 而是: 活到下一轮放水✅。 美联储现在最怕的,就是重演1970年代“滞胀”。 当年美国就是: 能源暴涨 → 通胀失控 → 过早宽松 → 最后不得不暴力加息。 为什么我认为现在像1970年代? 因为两者核心矛盾一模一样: 都是“能源供给冲击”导致的通胀。