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Track Fed meeting minutes, interest rate policy, and balance sheet reduction process; interpret the transmission impact of monetary policy on US stocks and global capital markets.
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Why Buy US Stocks
2026-07-30
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美联储降息预期叠加科技巨头业绩 美股长牛逻辑再强化
2026年7月30日，美联储维持利率不变并暗示9月降息，叠加科技巨头财报超预期，美股三大指数再创新高。本文深度解读当前美股投资环境，从宏观政策、企业盈利、资产配置等角度分析为什么买美股仍是全球投资者的优选策略，并提示分散化配置与长期持有的重要性。
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