“The prospect that the Fed may be ‘on hold’ instead of cutting rates this year may be why the USD has gotten an extra fillip of appreciation (beyond the haven-seeking impulse) during the war,” Wizman added. “With the OIS market previously projecting more than two cuts from the Fed in 2026 (as of last week) it is the U.S.’s rate outlook that is seen to have the greatest ‘potential’ to be overturned by another burst of global inflation in 2026, if energy supplies become constrained.”
当前，“AI六小龙”已经被投资人逐渐淡忘，取而代之的是由字节跳动、阿里、阶跃星辰、智谱与DeepSeek构成的“基模五强”新格局。
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