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沃什：美國經濟強勁、AI資本開支與地緣風險才是主要推手","url":"https://stock-news.laohu8.com/highlight/detail?id=2668939852","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2668939852?lang=zh_tw&edition=fundamental","pubTime":"2026-09-17 06:00","pubTimestamp":1789596000,"startTime":"0","endTime":"0","summary":"相反，他认为，美国经济表现强劲、企业资本开支激增以及全球地缘政治风险上升，正在共同推高长期借贷成本。威廉姆斯此前表示，美债收益率上升主要反映美国经济及经济前景强劲，而这一增长前景又受到AI、数据中心和更广泛科技投资大幅增加的推动。但沃什此次并未将财政赤字担忧列入其解释长期利率上涨的主要因素。这并不意味着沃什认为通胀风险已经消退。不过，沃什明确否认市场定价“逼迫”美联储采取行动。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1497147.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IGPT","MSFD","TBT","MSFX","TYO","TLT","VGLT","BOXX","VDC","JPST","HAWG","CGUS","XBIL","GBIL","KBE","AGG","WAMA","AMZP","IYR","ZROZ","VCIT","DRV","UDN","UUP","MYCN","LQD","XHB","OOQB","VEXC","DRN","RAUS","VTWV","EBUF","SPY","FAZ","SHV","CIVG","NELS","SHY","TIP","IEF","IEI","TBIL","FDND","ITB","BOND","GOLY","GOVT","SCHO","XLP"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":2,"totalSize":207,"code":"91000000","status":"200"}]}}

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