智通财经APP获悉，新兴市场股票和货币预计将遭遇约三周以来的最大跌幅，原因是美国科技巨头股票的抛售打击了对风险较高资产的需求。MSCI新兴市场货币指数下跌了多达 0.3%，而反映发展中经济体股票的指数则下跌了 1.3%。台币和韩元领跌，而台积电(TSM.US)则是股市跌幅最大的公司。
PineBridge Investments投资组合经理Anders Faergemann表示：“昨晚科技股的暴跌打击了市场情绪，这与欧洲市场的积极态势形成了鲜明对比。”
目前，美联储的利率走向再次成为关注焦点，7月份的联邦公开市场委员会会议纪要也将随后公布。投资者们还期待着美联储主席鲍威尔在周五举行的杰克逊霍尔会议上发表的讲话，以获取有关可能采取宽松政策的线索，而交易员们则预计美联储会在9月份降息。
Faergemann表示，他预计美联储将在 9 月进行降息，随后在接下来的 12 个月里每季度都会进行一次降息。他说道：“这与我们所设想的‘软着陆’情形相符。我们认为这对信贷(包括新兴市场信贷)是有利的，但估值却出现了略微的过度膨胀。”
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