一次“被迫”的降息？专家警告：美联储本周行动是无奈之举

Group 1 - The recent labor market data indicates a slowdown, with initial jobless claims rising to 263,000, the highest level in nearly four years, which has overshadowed sticky inflation data [2][3] - The Consumer Price Index (CPI) for August increased by 0.4% month-over-month, up from 0.2% in July, suggesting persistent inflationary pressures [2] - Wall Street strategists believe the Federal Reserve faces a complex decision regarding interest rates due to the dual challenges of a slowing job market and persistent inflation [2][3] Group 2 - Despite concerns about the economy and labor market, strategists remain optimistic that artificial intelligence will drive a bull market in stocks through 2026 [4] - Oracle's strong AI backlog surprised investors, highlighting the strength of the technology sector [5] - UBS's global equity head forecasts further upside for the U.S. stock market, with a target of 6,600 for the S&P 500 by the end of 2025 and 6,800 by mid-2026, driven by strong tech earnings and anticipated Fed rate cuts [5]