恒生银行：今年投资市场的风险因素或聚焦于特朗普政策影响美联储减息与否已是其次

智通财经2025-02-03

智通财经APP获悉，恒生银行(00011)财富管理首席投资总监梁君馡提到，美联储于1月底议息会维持利率不变，而美联储主席鲍威尔则指，未来减息需见到通胀稳定下行或劳工市场出现疲弱迹象，目前利率期货市场预期下次减息时机最早在6月。事实上，于去年12月议息会美联储已重新预测2025年内或仅减息两次，故市场对本次的议息结果反应不大，但更关注特朗普加征关税的行动，因这可能推升通胀并迫使美联储改变货币政策。...

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恒生银行：今年投资市场的风险因素或聚焦于特朗普政策影响 美联储减息与否已是其次

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恒生银行：今年投资市场的风险因素或聚焦于特朗普政策影响美联储减息与否已是其次