https://index.zshipu.com/stock/tags/%E5%85%A8%E7%90%83%E6%B5%81%E5%8A%A8%E6%80%A7/ Recent content in 全球流动性 on 股票资讯 -- 知识铺 Hugo -- gohugo.io zh-CN Sat, 23 Mar 2024 22:25:53 +0000 https://index.zshipu.com/stock/post/20240324/%E6%96%B0%E6%B6%88%E8%B4%B9%E5%91%A8%E8%A7%82%E7%82%B9%E5%85%B3%E6%B3%A8%E6%97%A5%E5%85%83%E5%8D%87%E6%81%AF%E7%9A%84%E5%90%8E%E7%BB%AD%E5%AF%B9%E4%BD%8E%E4%BC%B0%E5%80%BC%E7%9A%84A%E8%82%A1%E5%8F%AF%E4%BB%A5%E6%9B%B4%E4%B9%90%E8%A7%82%E4%BA%9B--%E7%9F%A5%E8%AF%86%E9%93%BA/ Sat, 23 Mar 2024 22:25:53 +0000 https://index.zshipu.com/stock/post/20240324/%E6%96%B0%E6%B6%88%E8%B4%B9%E5%91%A8%E8%A7%82%E7%82%B9%E5%85%B3%E6%B3%A8%E6%97%A5%E5%85%83%E5%8D%87%E6%81%AF%E7%9A%84%E5%90%8E%E7%BB%AD%E5%AF%B9%E4%BD%8E%E4%BC%B0%E5%80%BC%E7%9A%84A%E8%82%A1%E5%8F%AF%E4%BB%A5%E6%9B%B4%E4%B9%90%E8%A7%82%E4%BA%9B--%E7%9F%A5%E8%AF%86%E9%93%BA/ （以下内容从信达证券《新消费周观点：关注日元升息的后续——对低估值的A股可以更乐观些》研报附件原文摘录） 本期内容提要： 日本加息&美国推迟降息，全球资本市场不确定性加剧。1）本周二，日本正式宣布取消YCC政策，且将短期利率从-0.1%上调至0~0.1%，时隔17年首次加息。