7 x 24 快訊
更多 >今天 2026-06-12
According to the Federal Reserve's brown book, the US economy presents a "dual economy" phenomenon: private employment added 122000 people in May, AI data center construction drove capital expenditures, Alphabet's financing scale increased to $84.75 billion, and SpaceX's valuation is close to $1.8 trillion; But consumer confidence has fallen to historic lows, real wages have declined, and some companies have postponed investment plans. The current core inflation rate is 3.8%, higher than the 2% target, mainly driven by energy, tariffs, and AI capital expenditures. New York Fed President Williams believes that there is currently no need to raise interest rates, while Dallas Fed President Logan suggests that further rate hikes may be necessary this year. Dalio, founder of Bridgewater Fund, warned that AI investment or the current foam characteristics, and the market needs to pay attention to the matching of valuation and profitability. The world's first ETF VOO with a scale exceeding $1 trillion has been born, with funds concentrated in a few leading companies.