Michael Saylor's Strategy Drops $18B in Value, but a Rebound May Be Near: 10X Research
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The company is expected to report another quarterly profit on Thursday, possibly reviving expectations for S&P 500 inclusion, 10x Research's Markus Thielen argued.
Angeles Investments首席投资官迈克尔·罗森表示,此次降息符合市场预期,但鲍威尔的言论削弱了市场对12月再次降息的乐观情绪。鲍威尔的表态显示美联储内部对进一步降息存在分歧,尤其在通胀高企的情况下。投资者需预期通胀可能长期维持高位,限制货币宽松空间。受此影响,股市短暂回落,但企业盈利仍强劲,投资组合仍保持满仓。