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美國股市週五錄得溫和漲幅,因為12月就業數據未能改變市場對聯準會政策的預期。就業報告沒有帶來足夠的驚喜來改變普遍認為短期內利率將保持穩定的觀點。這種理性的市場反應反映出一定的平衡——交易者似乎平靜地消化數據,而不是匆忙進行重大持倉調整。當宏觀數據與市場預期一致時,劇烈波動的空間就會減少,這正是我們在交易結束時所看到的情況。