BlackRock 2025 Outlook: The AI boom continues to boost U.S. stocks, and the Federal Reserve is expected to be unable to lower interest rates below 4%

華爾街見聞
2024.12.04 16:42
全球最大資產管理公司貝萊德預計，明年人工智能（AI）熱潮將繼續提振美股，並支持更廣泛的經濟增長，儘管美國債務水平的上升可能會威脅到其對 2025 年的樂觀預測。人工智能技術的創新可能會使美股比歐股更受益。雖然明年美國經濟增長可能會稍有降温，但美聯儲很可能無法大幅降息，因為通脹仍有粘性，且高於聯儲的目標。預計利率不會從目前的 4.5%-4.75% 降至 4% 以下。地緣政治分裂和基礎設施支出等因素導致的持續價格壓力可能會令債券市場承壓。
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