中信証券：米連邦準備制度は来年1月に利下げを一時停止すると予想しています。
Dec 17, 2025 08:16:41
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据金十报道，中信证券研报称，美国 10 月新增非农就业人数大幅减少，部分接受 "延迟辞职" 方案的联邦政府雇员退出工资单，导致政府部门拖累整体读数。
若 12 月失业率不继续上升，中信证券预计美联储将在明年 1 月暂停降息，剩余两次议息会议可能还有一次 25 个基点降息。
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