宏观风险加大，打仗导_老虎社区_美港股上老虎

宏观风险加大，打仗导致原油涨价短期很难停，没一方被打服不可能停。原油涨价侵蚀经济增长又推高通胀、降低降息预期，估值中枢和增长预期双双下移，今晚美股就一个字：惨 $纳斯达克(.IXIC)$

美联储主席鲍威尔释放鸽派信号，为近期遭到重挫的债市提供支撑，但中东战事持续升温，叠加此前谷歌存储新技术影响，美股高开低走，纳指盘中跌约1.2%。鲍威尔周一表示，可以等待并观察战争对经济和通胀的影响如何演变，尚无需行动。【市场如今几乎完全解除了加息押注，重新计价降息预期。【大家现在有何操作策略？今年美联储还会降息吗？】

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