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May 16, 2025 16 mins

中美同意在“关税战”上休兵90天的宣布发出后,美股强劲反弹,这一期的「自由时事」,我们请来了Areca Capital首席投资官莊清秀,和我们聊:
📌如今美股的强劲反弹,是牛市回归或昙花一现?
📌美股反弹,但美债利率创新高,美元近期也相对疲软,这到底意味着什么?
📌沙地阿拉伯的好消息推升英伟达股价,美国科技股如今已经脱离险境了吗?

 

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