【景顺与卡米尼亚克做空美债，看淡美联储降息空间】景顺（Invesco Ltd.）与卡米尼亚克（Carmignac）的投资组合经理正通过看空美国国债进行博弈，理由是美国经济的韧性可能导致降息落空。经理人们指出，美国1月份就业增长超出预期、企业大举投资人工智能（AI），以及美联储决策者对降息...

Core Viewpoint - Invesco Ltd. and Carmignac portfolio managers are shorting U.S. Treasuries, believing that the resilience of the U.S. economy may limit the Federal Reserve's ability to cut interest rates [1] Economic Indicators - U.S. job growth in January exceeded expectations, indicating a strong labor market [1] - Significant corporate investments in artificial intelligence (AI) are contributing to economic strength [1] - Federal Reserve officials are adopting a cautious stance regarding interest rate cuts, suggesting that the economy is too robust for substantial easing [1] Market Sentiment - While some investors still anticipate interest rate cuts, institutions like BNP Paribas express skepticism [1] - Warnings have been issued that if rate cuts do not materialize as expected, U.S. Treasury prices could face significant declines [1]