【申万宏源策略】非农引发美股“衰退交易”，美联储降息分歧加大——全球资产配置每周聚焦 (20250725-20250801)"/> <meta property="og:contentid" content="comos:nfitnsu9408345"/> <meta property="og:url" content="https://finance.sina.cn/2025-08-03/detail-infitnsu9408345.d.html"/> <meta property="og:time" content="2025-08-03 22:18:33"/> <meta property="og:published_time" content="2025-08-03 22:18:33"/> <meta property="og:updated_time" content="2025-08-03 22:18:33"/> <meta property="og:author" content="财经自媒体"/> <meta property="og:site_name" content="手机新浪网"/> <meta property="og:locale" content="zh_CN"/> <meta property="article:modified_time" content="2025-08-03 22:18:33"/> <meta property="article:published_time" content="2025-08-03 22:18:33"/> <meta property="og:description" content="非农引发美股“衰退交易”，美联储降息分歧加大——全球资产配置每周聚焦 (20250725-20250801)金倩婧/冯晓宇/林遵东/涂锦文/王胜本期投资提示：本周(20250725-20250801)7月的FOMC会议上，美联储保持联邦基金利率在4.25%至4"/> <meta property="og:image" content="https://n.sinaimg.cn/front20250803ac/224/w1280h544/20250803/de28-21b5ca34d8d17e8aad7ff5a29ad1c694.jpg"/> <meta property="og:category" content="财经"/> <meta property="article:section" content="财经"/> <meta property="article_tags" content="美股"/> <meta property="article_tags" content="美联储"/> <meta property="article_tags" content="降息"/> <meta property="article_tags" content="美股"/> <meta property="article_tags" content="美国"/>  <meta name="publishid" content="nfitnsu9408345, 美联储, 美股, A股, 沪深300, 分位数, 交易, 衰退, 分歧, 资金, 聚焦