观点综述：通胀回落或支持多次降息软件股抛售可能触底

新浪财经02-27

来源：环球市场播报芝加哥联储行长认为，如果通胀回落，美联储今年可能多次降息。对冲基金GCQ称Citrini事件标志软件股触底，抛售不合逻辑已趁回调买入。汇丰策略师将美国股票超配比例减半，转而配置新兴市场和欧洲市场。芝加哥联储行长：若通胀回落美联储可能多次降息芝加哥联储行长奥斯坦·古尔斯比重申，如果有更多证据表明通胀正朝着美联储2%的目标回落，利率可以在2026年进一步下调。古尔斯比周四接受福克斯...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227054852a723bf53&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报芝加哥联储行长认为，如果通胀回落，美联储今年可能多次降息。对冲基金GCQ称Citrini事件标志软件股触底，抛售不合逻辑已趁回调买入。汇丰策略师将美国股票超配比例减半，转而配置新兴市场和欧洲市场。芝加哥联储行长：若通胀回落 美联储可能多次降息芝加哥联储行长奥斯坦·古尔斯比重申，如果有更多证据表明通胀正朝着美联储2%的目标回落，利率可以在2026年进一步下调。古尔斯比周四接受福克斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227054852a723bf53&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0175139822.USD","symbol_name":"AB FCP I Global Equity Blend A 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Inflation falls or supports multiple interest rate cuts, software stock sell-off may bottom out","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00005":1.86,"MSFO":0.6,"MSFY":0.6,"MSFU":0.6,"MSFD":0.6,"MSFT":1.87,"MSFX":0.6,"MSFW":0.6,"INTU":1.85,"MSFL":0.6,"HSBC":1.86},"content_text":"来源：环球市场播报芝加哥联储行长认为，如果通胀回落，美联储今年可能多次降息。对冲基金GCQ称Citrini事件标志软件股触底，抛售不合逻辑已趁回调买入。汇丰策略师将美国股票超配比例减半，转而配置新兴市场和欧洲市场。芝加哥联储行长：若通胀回落 美联储可能多次降息芝加哥联储行长奥斯坦·古尔斯比重申，如果有更多证据表明通胀正朝着美联储2%的目标回落，利率可以在2026年进一步下调。古尔斯比周四接受福克斯新闻采访时表示：“只要我们能看到人们预测的通胀进展，我对今年利率还能再下调几次有一定信心”。美联储理事米兰再次敦促今年累计降息一个百分点美联储理事斯蒂芬·米兰表示，尽管近期数据显示劳动力市场正在改善，但他仍希望2026年将利率下调整整一个百分点。“我们对银行监管过度了。从监管角度看，银行向实体经济投放贷款代价过高，导致私募信贷规模飙升”。对冲基金GCQ称Citrini事件标志软件股触底 抛售不合逻辑已趁回调买入总部位于悉尼的对冲基金GCQ Funds Management表示，软件股抛售已经见底，并趁回调买入约2亿澳元（1.43亿美元）的科技股。该基金卖出了部分表现最好的股票，包括欧洲奢侈品公司股票，以转而布局重挫的软件股。首席投资官Doug Tynan称，近几周该基金重点买入微软、会计软件公司Intuit Inc以及行业巨头SAP SE。汇丰策略师Kettner削减美国股票配置 青睐全球其他地区汇丰策略师将美国股票超配比例减半，在经济动能强劲的背景下，转而配置新兴市场和欧洲市场。由Max Kettner领导的团队仍坚定保持风险偏好，指出过去两个月关键周期性指标（如支出和制造业）有所提升。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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观点综述：通胀回落或支持多次降息 软件股抛售可能触底

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观点综述：通胀回落或支持多次降息软件股抛售可能触底