在 2026 年 4_老虎社区_美港股上老虎

在 2026 年 4 月，尽管 S&P 500 指数屡创新高（如 4 月 16 日触及 7,041.28 点），但市场呈现出明显的结构性分化。传统的“白宫概念股”不再是铁板一块，投资逻辑已从“大盘普涨”转向“政策实利”与“业绩兑现”的双重驱动

沃什宣誓就任美联储主席！加息押注开启？

科技股推动美股续涨，道指两日连创新高，标普连涨八周、创两年多最长连涨周。沃什宣誓就任美联储主席，“新美联储通讯社”：特朗普选沃什本为降息，但市场已开始押注加息。

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BurnellStella
05-02
BurnellStella
结构性分化越来越明显了。

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