Cathie Wood:Truflation 數據顯示通脹已降至 0.86%,美元可能重現強勢上漲走勢
Feb 2, 2026 10:34:59
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ChainCatcher 消息,ARK Invest 創始人 Cathie Wood 表示,根據 Truflation 數據,美國消費者價格通脹同比已降至 0.86%,顯著低於過去兩年維持的 2%---3%區間。她認為,通脹存在進一步下行、甚至轉為負值的可能性,這一判斷與 BlackRock 和 PIMCO 的預測不同。
Cathie Wood 同時指出,儘管美元指數(DXY)近期有所回調,但並未出現崩跌。若本届政府的政策提升美國相對於全球其他地區的資本回報率(ROIC),美元可能重現上世紀 80 年代"里根經濟學"時期的強勢上漲走勢。
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