{"code":20000,"message":"OK","data":{"asset_tags":[{"key":"gupiao","name":"股票","ancestor_paths":["zichan"],"banner_key":"gupiao"},{"key":"zhaiquan","name":"债券","ancestor_paths":["zichan"],"banner_key":"zhaiquan"}],"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/b02f8de7-8a29-438d-a4b2-aa4fe7a9fdaa.mp3","start_time":"0.000000","duration":"96.156000","size":"288513"},"audio_uri":"https://wpimg-wscn.awtmt.com/b02f8de7-8a29-438d-a4b2-aa4fe7a9fdaa.mp3","author":{"article_count":2639,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/74003237-1725-4f99-b926-d3e3d8978052","bio":"环球律师事务所合伙人","display_name":"张茜","editor_choice_articles":[],"followers_count":5,"id":120000004513,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004513"},"categories":[{"key":"global","name":"见闻首页"},{"key":"shares","name":"股票"},{"key":"us-shares","name":"港美股"},{"key":"bonds","name":"债券"},{"key":"wscn-platform","name":"见闻"}],"columns":[{"id":1008387,"key":"yingpaiwoshenjiangzhizhangmeilianchu，huangjinbaiyi","name":"鹰派“沃什冲击”消退后，黄金白银剧烈震荡","uri":"https://wallstreetcn.com/columns/1008387"}],"comment_count":2,"comment_disabled":false,"content":"\u003cp data-start=\"11\" data-end=\"111\"\u003e富康资产管理（Fulcrum Asset Management）表示，特朗普提名凯文·沃什（Kevin Warsh）为下一任美联储主席，有助于降低美国资产出现大规模抛售的风险，因为外界预计他会坚决防范通胀。\u003c/p\u003e\n\u003cp data-start=\"113\" data-end=\"194\"\u003e在美国总统特朗普宣布鲍威尔5月任期结束后，沃什将接替他的美联储主席职位后，美元随即走强。尽管沃什近期曾支持降息，但交易员们认为，他在总体立场上仍更倾向于抑制物价压力。\u003c/p\u003e\n\u003cp data-start=\"196\" data-end=\"320\"\u003e富康资产管理联合创始人兼董事长、伦敦公司负责人Gavyn Davies在该公司官网发布的一段视频中表示：“包括美元在内，市场会明显松一口气。选择沃什，降低了那种真正可能引发危机的卖出美国（Sell America）交易的风险。”\u003c/p\u003e\n\u003cp data-start=\"322\" data-end=\"387\"\u003e所谓“卖出美国”的主题大约在4月开始升温，当时特朗普宣布对贸易伙伴加征关税，扰乱了全球市场，引发美元、美国股票以及美国国债的同步抛售。\u003c/p\u003e\n\u003cp data-start=\"389\" data-end=\"477\"\u003eDavies是高盛集团前首席经济学家及合伙人。他表示，\u003cstrong\u003e沃什的政策组合可能会受到市场参与者的欢迎，不过他希望缩小美联储在市场中的角色，这意味着在股市动荡时期，他可能不太愿意出手干预。\u003c/strong\u003e“许多市场观察人士会喜欢这种组合——更小的资产负债表，同时银行体系更加去监管化。”\u003c/p\u003e\n\u003cp data-start=\"389\" data-end=\"477\"\u003e周五，特朗普提名沃什出任美联储主席，引爆市场鹰派预期，叠加当日美国PPI通胀数据意外抬头，美股大盘普跌，美元创去年5月以来最大单日涨幅，贵金属暴跌。\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":"前高盛高管Gavyn Davies表示，包括美元在内，市场会明显松一口气。选择沃什，降低了那种真正可能引发危机的卖出美国（Sell America）交易的风险，因为外界预计他会坚决防范通胀。沃什的政策组合可能会受到市场参与者的欢迎，不过他希望缩小美联储在市场中的角色，这意味着在股市动荡时期，他可能不太愿意出手干预。","custom_tag":"","display_time":1769816108,"funds":null,"has_transfer_audio":true,"id":3764633,"image":{"uri":"https://wpimg-wscn.awtmt.com/b0cb076d-26a2-4e09-8a19-b2fc913b2393.jpeg","height":1024,"width":1024,"size":253685},"images":[{"uri":"https://wpimg-wscn.awtmt.com/b0cb076d-26a2-4e09-8a19-b2fc913b2393.jpeg","height":1024,"width":1024,"size":253685}],"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":3764623,"image":{"uri":"https://wpimg-wscn.awtmt.com/8afcc72c-22e6-494e-a2a4-4bd5c60257fd.png","height":571,"width":1024,"size":1227391},"title":"原油收复日内跌幅，特朗普：已向伊朗告知最后期限，希望达成协议，否则拭目以待","url":"https://wallstreetcn.com/articles/3764623"},"pageviews":3327,"plates":[],"previous":{"id":3764632,"image":{"uri":"https://wpimg-wscn.awtmt.com/01139a71-7fdb-43b1-b68c-ebade1c832f1.jpeg","height":449,"width":1024,"size":90100},"title":"华尔街见闻早餐FM-Radio | 2026年1月31日","url":"https://wallstreetcn.com/articles/3764632"},"related_topics":[],"show_like":true,"source_name":"何浩","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[{"key":"yingpaiwoshenjiangzhizhangmeilianchu，huangjinbaiyi","name":"鹰派“沃什冲击”消退后，黄金白银剧烈震荡"}],"title":"前高盛高管：沃什任美联储主席，“卖出美国”风险降低","unshow_content_short":false,"words_count":464}}