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中信里昂料美國最多再加一次息 另美股高度集中科技股 倘AI周期逆轉衝擊大

Future Wealths
Future Wealths
21 9 月, 2026
One Min Read
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中信里昂（CLSA）首席經濟師Leif Eskesen今日於投資者論壇指出，視乎美國加息對抑制通脹的效果，若然能從核心通脹反映成效，預期今輪加息周期只會加息一次，相反則最多加息兩次。他同時預測今年美國經濟增長2.2%，明年放緩至2%，到2028年再回升至2.2%。

原文: https://finance.mingpao.com/fin/instantf/20260921/1789985023223/%E4%B8%AD%E4%BF%A1%E9%87%8C%E6%98%82%E6%96%99%E7%BE%8E%E5%9C%8B%E6%9C%80%E5%A4%9A%E5%86%8D%E5%8A%A0%E4%B8%80%E6%AC%A1%E6%81%AF-%E5%8F%A6%E7%BE%8E%E8%82%A1%E9%AB%98%E5%BA%A6%E9%9B%86%E4%B8%AD%E7%A7%91%E6%8A%80%E8%82%A1-%E5%80%98ai%E5%91%A8%E6%9C%9F%E9%80%86%E8%BD%89%E8%A1%9D%E6%93%8A%E5%A4%A7%22%20target=%22blank

Last Update: 21 9 月, 2026

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