Quick Take on US Q2 GDP Data

华尔街见闻
2026.07.30 12:51

尽管消费者支出回升且企业投资稳健，美国经济第二季度增速仍低于预期。美国经济迄今仍在抵御中东冲突的影响。尽管冲突推高了价格并打击了信心，但季末汽油成本下降、退税高于往常以及促销活动为家庭支出提供了支撑。大规模的 AI 投资热潮也发挥着关键作用。在美联储决定维持利率不变后，美联储主席沃什将经济的韧性描述为 “令人印象深刻”，但指出经济 “最引人注目” 的特征是企业投资的强劲势头。

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