非农不及预期，美联储降息在即？这轮美股与黄金上涨有多危险！#美股 #非农数据 #美联储政策
玫瑰财经
•
December 19, 2025
玫瑰财经
@玫瑰财经About
玫瑰财经由资深金融分析师与投资专家团队打造，专注于全球经济、股票、债券、外汇等领域的深度分析。凭借多年市场实战经验，我们为你提供专业、精准的投资见解，助你在复杂的财经环境中做出明智决策。 #美股#美股走势
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Video Description
最新非农数据公布，美国新增就业仅6.4万，失业率升至4.6%， 按常识，这是经济走弱的信号，但市场却给出了完全相反的反应—— 美股不跌反涨，黄金强势拉升，降息预期迅速升温。 这期视频，我会从美国投资者视角，一步步拆解： 为什么“坏数据”在当前市场环境下会被当成利好？ 美联储降息预期是如何通过利率、估值和折现率，推高美股和黄金的？ 黄金这轮上涨，究竟是在赌降息，还是在做空“完美软着陆”？ 以及最重要的——这套逻辑，在哪里可能突然反转？ 当市场开始用更差的数据，去交换更宽松的预期， 你现在赚到的钱，背后到底是谁在买单？ 如果你正在关注美股、黄金、宏观趋势、非农数据、 或者想搞清楚当下这轮行情的真实风险， 这期视频你一定要看完。 👉 如果你觉得这种讲人话、讲逻辑、不喊单的宏观分析对你有帮助， 记得点赞、订阅【玫瑰财经】，也欢迎在评论区说说你现在更偏向黄金还是美股。 #美股 #英伟达 #美联储 #非农数据 #黄金
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