---
title: "机构加大美联储降息力度押注"
description: "市场普遍预计美联储将在下周议息会议上宣布降息。美国劳工部发布的最新通胀数据保持稳定，增强了市场信心。分析人士认为，美联储可能在 9 月和 10 月连续降息 25 个基点，后续就业数据将影响 12 月的降息决策。预计美股表现优于美债，但短期上涨空间有限，黄金可能持续受益。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/257162345.md"
published_at: "2025-09-12T20:50:03.000Z"
---

# 机构加大美联储降息力度押注

> 市场普遍预计美联储将在下周议息会议上宣布降息。美国劳工部发布的最新通胀数据保持稳定，增强了市场信心。分析人士认为，美联储可能在 9 月和 10 月连续降息 25 个基点，后续就业数据将影响 12 月的降息决策。预计美股表现优于美债，但短期上涨空间有限，黄金可能持续受益。

在市场已普遍预计美联储将在下周议息会议宣布降息的基础上，北京时间 9 月 11 日晚，美国劳工部发布该国最新通胀数据，整体上保持稳定，又给了市场一颗 “定心丸”。考虑到此前多份就业数据均指向美国就业市场疲软，当前市场对美联储降息的关注点已从是否降息转为到年底前会降息几次、降息幅度多大。 业内人士认为，美联储大概率将在 9 月、10 月议息会议上连续两次降息各 25 个基点，就业数据后续表现将影响美联储是否在 12 月继续降息；就后市大类资产配置而言，美股表现有望好于美债，但短期上涨空间或有限，黄金或持续受益。

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