The strong data meant investors are pricing out the likelihood of a cut in the first half of this year, noted Deutsche Bank’s Jim Reid this morning: “The probability of a cut by the June meeting (which would be the first with a new Chair) fell to just 39% by the close, the lowest so far this year. So clearly there’s growing scepticism that a new Chair can start cutting straight away, particularly with the data as strong as it is right now.”
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但也有投资人私下表示担忧：闫俊杰太“轴”了，他的专注是优点，但某种程度上也是风险。
在企业推进Agent的落地上，打破数据墙也成为关键。