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总结
多家美媒称，近期美股反复震荡背后是通胀预期的再度抬头。部分投资组合经理开始私下讨论2026年通胀可能回升的风险，并据此调整久期、行业配置与对冲策略。策略师认为，若通胀黏性增强，美联储降息路径、债券收益率与风险资产估值都将受扰动，市场对未来政策与增长的分歧或延续。报道指出，通胀数据与政策表态的细微变化，已触发资金在成长与价值、长端与短端之间频繁切换；机构更关注工资、服务业价格、财政赤字及潜在关税等因素对中期物价的推升效应。
正文
Why portfolio managers are whispering about inflation worries in 2026 MarketWatch What's Driving This Week's Market Swings? It Could Be Inflation. Barron's US Inflation Policy Key Challenges 5 Issues Facing Economy Brussels Morning Inflation worries at heart of back-and-forth action in stocks this week: strategist MarketWatch
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