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Posts鲍威尔在其他美联储官员接连表态不急于短期降息之后，自己也出来表态，微调措辞，指向在经济和就业强劲的情况下，高利率可以停留更久时间。
但在目前全球其他国家通胀率纷纷已达到了或接近目标，降息开启在即的情况下，作为硬通货的美元迟迟不降息，可能进一步被动拉高美元利率，从而对其他汇率带来压力。
当然，近期十年期国债收益率在 4.5% 以上逐步拉高的过程中，权益资产对无风险利率的敏感度再度提高，基本面较弱、估值高的公司持续回调。但如果后面美元继续强势，美元资产回调力度估计有限。
且当下逐步进入财报季发布期，个股基本面，尤其是龙头个股对美股走势同样重要。
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