国泰海通研报称，5月非农数据持续超预期，释放美国就业市场企稳回升信号，催化市场加息预期并引发资产价格调整。
研报指出，美元走强、美债利率跳升，美股大幅下跌，黄金走弱。
国泰海通认为，美联储内部分歧仍大，年内或不会加息；但6月市场或将暂时受流动性冲击影响，美股或迎来至少一两个月的波动期。
美股大跌黄金走弱
2026-06-07 14:27:30
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