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北美观察丨美国8月CPI同比上涨8.3% 通胀忧虑引发美股暴跌_我的网站
一 | If there is anything apart from Shah Rukh Khan's films that have raised the bar for romance for Indian fans, it's definitely Korean dramas. Over the years, K-dramas have redefined what on-screen love can look like. More than just visually stunning, these dramas resonate because they are rooted in sincerity, good storytelling, layered characters, and meaningful writing. K-dramas don't just show dreamy love stories, many of them spotlight social issues, evolving relationships and personal growth. So, scroll through our list of some of the most romantic K-dramas for every mood and moment. In This Article Crash Landing on YouAll of Us Are DeadGoblin (Guardian: The Lonely and Great God)Twenty-Five Twenty-OneCoffee PrinceOur Beloved SummerCrash Landing on You Director: Lee Jung-hyo Cast: Hyun Bin, Son Ye-jin, Seo Ji-hye, Kim Jung-hyunCrash Landing On You is the drama everyone will ask you to watch if you are new into Korean shows. It follows Yoob Se-ri (Son Ye-jin), a successful South Korean businesswoman who accidentally lands in North Korea after a paragliding mishap. There, she meets the Captain in the Korean People's Army Ri Jeong-hyeok (Hyun Bin), who gives her shelter and helps her return back home. Se-ri navigates the harsh realities of North Korean life and bonds with her new neighbours as well as Captain Ri's subordinates. The two of them slowly develop a deep bond. On the other hand, Seo Dan, a wealthy North Korean woman who is engaged to Captain Ri is not happy with Se-ri's arrival. However, destiny brings her closer to Gu Seung-jun (Alberto Gu), a charming yet morally grey South Korean conman. All of Us Are Dead Directors: Lee Jae-kyoo and Kim Nam-su Cast: Park Ji-hu, Yoon Chan-young, Cho Yi-hyun, Lomon, Yoo In-soo, Lee Yoo-mi All of Us Are Dead isn't a conventional love story. It unfolds in the middle of a terrifying zombie apocalypse. The story follows a group of students trapped inside their school after a deadly virus outbreak turns their classmates and teachers into zombies. Confined within those four walls, they fight for survival and are faced with tough choices that make them question their believes and morals. Amid this chaos, the show explores the tender moments of young love. Childhood best friends Lee Cheong-san (Yoon Chan-young) and Nam On-jo (Park Ji-hu) begin to realise their feels for each other as the danger around them grows. Their bond becomes the emotional core of the series. Another romantic thread involves Su-hyeok (Lomon) and Choi Nam-ra (Cho Yi-hyun), whose budding romance blossoms slowly, even as the world around them falls apart. The drama also explores questions of survival, friendship, and the erosion of social norms during a horrible incident. Goblin (Guardian: The Lonely and Great God) Directors: Lee Eung-bok and Kwon Hyuk-chan (Ep. 5–16) Cast: Gong Yoo, Kim Go-eun, Lee Dong-wook, Yoo In-na and Yook Sung-jae One of the most popular K-dramas, Goblin tells the story of Kim Shin aka Goblin (Gong Yoo), a general from the Goryeo era who is cursed with immortality after his death. Bound to live forever as a punishment for all the people he had killed in war, he carries a sword invisibly logged in his chest. The only way to free him is if the Goblin's Bride appears and removes the sword. Enter Ji Eun-tak (Kim Go-eun), a cheerful yet lonely high school girl who can see ghosts. When she accidentally summons the goblin, their lives intertwine in unexpected ways. She realises that she might be the destined bride who can end his eternal life. Adding a dash of comedy is the hilarious dynamic between the Goblin and the Grim Reaper (Lee Dong-wook), whose constant bickering bring in some of the show's most iconic moments. Goblin became a cultural phenomenon in South Korea after its release. Twenty-Five Twenty-One Director: Jung Ji-hyun Cast: Kim Tae-ri, Nam Joo-hyuk, Bona, Choi Hyun-wook, Lee Ju-myoung Twenty-Five Twenty-One is a coming-of-age romantic drama set between the late 1990s and early 2000s. It follows Na Hee-do (Kim Tae-ri), a passionate high school fencer whose life turns upside down during South Korea’s IMF financial crisis. Her fencing team is disbanded, forcing her to shift to another school. She crosses paths with Baek Yi-jin (Nam Joo-hyuk), once the son of a wealthy family but now struggling after his father’s business collapses. Forced to juggle multiple part-time jobs, Yi-jin slowly rebuilds his life and Hee-do’s fiery spirit brings warmth into his bleak world. Hee-do also crossed paths with fencing prodigy Ko Yu-rim (Bona), her idol turned rival and later close friend, class clown Ji Seung-wan (Lee Ju-myoung), and loyal friend Moon Ji-woong (Choi Hyun-wook), each pursuing their own dreams while navigating the changes of youth. The show ends on a bittersweet note with Na Hee-do and Baek Yi-jin growing older and moving in different directions, not becase they stopped loving each other, but because they couldn't find a way to grow together in the same direction. Coffee Prince Director: Lee Yoon-jung Cast: Gong Yoo, Yoon Eun-hye, Lee Sun-kyun, Chae Jung-an Coffee Prince tells the story of unlikely romance between a tomboyish woman and a young food empire moghul. Go Eun-chan (Yoon Eun-hye), a tomboyish woman who disguises herself as a man to get a job at Choi Han-kyul’s (Gong Yoo) cafe, Coffee Prince. Han-kyul hires her believing she’s a boy, and the two grow close, leading him into emotional turmoil as he begins to fall for her. When Eun-chan finally reveals she’s a woman, the confusion gives way to a genuine romance. Their relationship is later tested when Eun-chan moves to Italy to train as a barista, but Han-kyul supports her dreams. Our Beloved Summer Director: Lee Yoon-jung Cast: Gong Yoo, Yoon Eun-hye, Lee Sun-kyun and Chae Jung-an Our Beloved Summer follows to ex-lovers, Choi Ung (Choi Woo-shik) and Kook Yeon-soo (Kim Da-mi), who breakup and promise bever to meet again. However, the documentary they filmed in high school goes viral, forcing them to face each other once again. As they work together again, old wounds resurface, but so do old feelings. Ung, now a rising illustrator, still carries unresolved hurt, while Yeon-soo, a successful PR professional, confronts the emotional walls she built to survive her difficult upbringing. Also Read: 12 Winter-set K-dramas To Watch On Cosy Nights In: Goblin, Romance Is A Bonus Book and More。
二 | 尽管CPI同比增速连续两个月出现下滑，但仍维持在历史高位，并连续6个月高于8%，表明通胀水平居高不下，其中住房、食品和医疗保健价格上涨是主要推手。具体来看，占CPI权重三分之一的住房成本环比上涨0.7%，同比上涨6.2%；食品价格环比上涨0.8%，同比上涨11.4%；医疗保健成本环比上涨0.8%，同比上涨5.6%。分析认为，美国住房和食品价格持续上行，将对消费者心理产生影响，不仅表明通胀具有顽固性，也令美联储缺乏放缓加息的空间，未来将被迫持续激进加息应对通胀。密苏里大学助理教授费利佩·席尔瓦（Felipe Silva）在接受总台央视记者采访时表示：“关于今天刚刚公布的通胀数据，它们比预期的要高一些，市场原本预期比实际数据低0.2个百分点。
三 | 然而，我想说的是，未来两个月的情况基本就像一个依赖函数，取决于通货膨胀和经济衰退的担忧如何实际演变，你会看到美联储实际上变得更加激进或不那么激进。”费利佩·席尔瓦指出：“截至目前，市场基本已经更新了关于下次加息的预期，我认为这已经明确了，市场预期下次将会加息75个基点，这是到目前为止最有可能出现的情况。”△彭博社报道称，通胀超预期或将令美联储更激进地收紧货币政策。专家详解股市为何暴跌目前市场普遍预期，美联储将不惜以经济增长放缓为代价，通过激进加息抑制需求，从而达到控制物价的目的。美联储主席鲍威尔此前在全球央行年会上表示，美联储加息至限制性水平后可能会保持一段时间，强调历史经验表明不应过早放松货币政策。他同时承认，降低通胀可能需要持续一段时间内低于趋势的经济增长，劳动力市场状况很可能会出现一些疲软，这会给美国家庭和企业带来痛苦。鲍威尔等官员的强硬表态，被一些市场人士解读为“只要不看到通胀数据明显好转，美联储就会坚持激进加息的货币政策”，而13日的CPI数据发布后，忧虑情绪迅速弥漫，美国股市当日出现暴跌。截至当日收盘，道琼斯工业平均指数下跌1276.37点，跌幅达3.94%，至31104.97点；标准普尔500指数下跌177.72点，跌幅达4.32%，至3932.69点；纳斯达克综合指数下跌632.84点，跌幅达5.16%，至11633.57点。三大股指均创下2020年6月11日以来最大单日跌幅。本次下跌令道琼斯指数在2022年累计下跌14%，标普500指数下跌17%，纳斯达克综合指数下跌26%。海投全球创始人兼CEO王金龙在接受总台央视记者采访时分析称：“今天美国股市全部暴跌，基本上是由CPI数据超出市场预期导致的。市场最近一周以来对CPI和美联储加息幅度的预期相对比较乐观，股市也一路反弹，而今天直接跌破到月初的水平。8月的CPI数据同比上涨8.3%并不是很离谱，相对7月的8.5%还有小幅下降，但是核心CPI与去年同期对比大幅上涨，而且相对7月的涨幅还在加速。市场对美国能够在今年内有效控制住CPI失去了信心。核心CPI的加速上涨，体现出通胀更加具有‘粘性’。虽然汽油和出行等价格已经下降，但房屋和食品价格还在上升，同时随着工资水平的提升，服务的价格也在持续上涨。”王金龙指出：“市场本周初基本上预计美联储在9月加息75个基点，甚至小概率会只加息50个基点。
四 | 但在8月CPI数据发布之后，整体转向，市场已经预期有1/3的可能会加息100个基点。利率快速上涨会加剧企业和个人的资金成本，进一步压缩利润空间，导致美国经济基本失去了‘软着陆’的希望，所以市场反应剧烈，‘去风险化’的集体意识再次抬头。市场整体抛售资产，持有现金，不仅是股市，包括美国国债、黄金和石油等资产全线下跌，而美元指数在高位上继续攀升。
五 | ”费利佩·席尔瓦也进一步指出：“如果利率上升，你的资金成本就会随着时间的推移上升，你的消费决定也会受到影响，因此消费者信心就会下滑，这是你能想到的最直接的影响。加息也会对股票价格产生影响，当你加息时，股票价格会有负面反应。当然，企业也会更新它们的投资和消费决定，由于企业预计消费者信心放缓，所以它们会迟疑，自然的后果是，它们将减少投资，它们将减少岗位，而这对经济有类似的整体影响。简而言之，这就是货币政策的传导方式。”与此同时，《华尔街日报》分析称，尽管美国目前的就业数据尚可，但如果有人认为美联储遏制通胀的举措不会导致利率上升到足以妨碍就业的程度，那将是错误的。而包括美国前财长萨默斯在内的一些经济学家甚至预计，降低通胀的代价，将是美国失业率超过6%。（央视记者 顾乡 刘旭）
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