{"code":20000,"message":"OK","data":{"asset_tags":[{"key":"zhaiquan","name":"债券","ancestor_paths":["zichan"],"banner_key":"zhaiquan"}],"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/9a84735c-4bd6-493d-befc-dccab22026dc.mp3","start_time":"0.000000","duration":"126.828000","size":"380529"},"audio_uri":"https://wpimg-wscn.awtmt.com/9a84735c-4bd6-493d-befc-dccab22026dc.mp3","author":{"article_count":4993,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/af8a4f31-63d8-420c-b295-6df67f098944","bio":"   ","display_name":"卜淑情","editor_choice_articles":[],"followers_count":6879,"id":120000004518,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004518"},"categories":[{"key":"global","name":"见闻首页"},{"key":"us-shares","name":"港美股"},{"key":"bonds","name":"债券"},{"key":"wscn-platform","name":"见闻"}],"columns":[],"comment_count":0,"comment_disabled":false,"content":"\u003cp\u003e欧洲央行行长拉加德警告市场，即使9月暂停加息，后续也可能再次加息，为上周市场燃起的鸽派预期浇了一盆冷水。\u003c/p\u003e\n\u003cp\u003e当地时间7月28日，拉加德在接受《费加罗报》采访时重申了对9月是否加息的态度——9月份“政策利率可能会进一步上调，也可能不会 ”。\u003c/p\u003e\n\u003cblockquote\u003e\n\u003cp\u003e\u003cstrong\u003e无论何时，无论是在9月或更晚，暂停（加息）都不是一定的。\u003c/strong\u003e\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003cp\u003e她还说：\u003c/p\u003e\n\u003cblockquote\u003e\n\u003cp\u003e我们正处于一个充满不确定性的环境中，我们将在每次会议的基础上重新评估局势和我们的行动。\u003c/p\u003e\n\u003cp\u003e我们致力于及时使通胀回到目标，为此我们需要在（利率）水平和期限上采取充分限制性的政策。\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003cp\u003e7月27日，\u003ca href=\"https://wallstreetcn.com/articles/3694237?keyword=%E6%AC%A7%E5%A4%AE%E8%A1%8C\" target=\"_blank\" rel=\"noopener\"\u003e欧洲央行如期加息25个基点\u003c/a\u003e，欧央行对未来是否进一步加息的表述出现了关键变化，从“将确保利率达到足够限制性的水平”改为“将确保利率在必要的时间内保持在足够限制性的水平”，这一修改被市场解读为鸽派。\u003c/p\u003e\n\u003cp\u003e拉加德在新闻发布会上强调，声明中的措辞变化不是随意或无关紧要的，并表示会对9月及以后的决策持开放态度，9月可能加息，也可能暂停加息，但不会降息。\u003c/p\u003e\n\u003cp\u003e当下，\u003cstrong\u003e经济学家仍预测欧洲央行将继续加息，但不一定是在9月。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e根据经济学家的预测中值，周一下午公布的欧元区7月调和CPI同比增长5.3%，核心调和CPI同比增长5.4%，为2021年初以来首次。\u003c/p\u003e\n\u003cp\u003e拉加德还表示：\u003c/p\u003e\n\u003cblockquote\u003e\n\u003cp\u003e法国、德国和西班牙第二季度的GDP数据非常令人鼓舞，\u003cstrong\u003e它们支持我们对欧元区今年GDP增长0.9%的预期。\u003c/strong\u003e\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003cp\u003e欧洲经济火车头德国终于在二季度摆脱了衰退。数据显示，德国二季度季调后GDP环比持平，低于经济学家预期的增长0.1%。不过，前几个季度修正后的数据显示，经济下滑幅度比最初预计的要小。\u003c/p\u003e\n\u003cp\u003e分析预计，欧元区二季度GDP同比增长0.5%，较前值1%有所下滑，\u003cstrong\u003e二季度GDP环比增长0.2%，扭转一季度负增长的趋势。\u003c/strong\u003e\u003c/p\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"“无论何时，无论是在9月或更晚，暂停（加息）都不是一定的。”","custom_tag":"","display_time":1690791430,"funds":null,"has_transfer_audio":true,"id":3694471,"image":{"uri":"https://wpimg-wscn.awtmt.com/99f69b3b-3d60-458c-89b5-ca84594fdcc7.jpeg","height":528,"width":792,"size":99193},"images":[{"uri":"https://wpimg-wscn.awtmt.com/99f69b3b-3d60-458c-89b5-ca84594fdcc7.jpeg","height":528,"width":792,"size":99193}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3694473,"image":{"uri":"https://wpimg-wscn.awtmt.com/1bcf755b-3eb8-4e91-8986-8fc786ac0745.jpeg","height":528,"width":792,"size":90075},"title":"医药股大跌 中纪委部署医药领域腐败问题集中整治工作","url":"https://wallstreetcn.com/articles/3694473"},"pageviews":2232,"plates":[],"previous":{"id":3694472,"image":{"uri":"https://wpimg-wscn.awtmt.com/content_default_17.jpg","height":1667,"width":2500,"size":2005645},"title":"7月31日主题复盘 | 成交量再上万亿，地产、大消费、汽车轮番活跃","url":"https://wallstreetcn.com/articles/3694472"},"related_topics":[],"show_like":true,"source_name":"","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"拉加德放鹰：暂停不是终点，后续可能继续加息","unshow_content_short":false,"words_count":610}}