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Hikaru 阿光 柯南社區讚
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Hikaru 阿光 柯南社區讚
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#美联储FOMC会议 美聯儲(Fed)在這次會議中決定維持利率不變,原因是美國通膨雖有下降趨勢,但仍高於2%目標。官員強調要繼續觀察經濟數據,避免過早降息,避免物價再度上升。同時他們預測年底前可能只降息一次,比原先市場預期少。這表示美聯儲仍對通膨有戒心,未來政策將更謹慎。消息公布後,美元走強、美股震盪,投資人開始調整對未來利率的預期。整體來說,美聯儲維持「觀望+審慎」立場,對市場來說偏「鷹派」。
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#越南加密政策 越南近年來對加密貨幣的態度可以說是「既想靠近,又怕受傷害」。政府雖然尚未完全合法化加密貨幣交易,但已經著手研究如何將其納入監管。像比特幣這類虛擬資產,目前在越南不能當作法定支付工具使用,但持有或投資卻沒被明文禁止。2025年,越南政府還計畫推出數位越盾(CBDC),希望能在保護金融穩定的同時,也不錯過這波科技浪潮。整體來看,越南正在找平衡點,不急著全面開放,但也不想落後太多,投資人若有興趣,可以多留意官方政策動向。
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