盾博dbg markets：美联储挽救了美股，却给了特朗普重重一击

Group 1 - The Federal Reserve maintained the federal funds rate target range at 4.25%-4.50%, marking the third consecutive meeting without a change since December [1] - Fed Chairman Powell's strong statements and the warning of "dual risks of inflation and unemployment" in the meeting's statement sent a significant signal to the market [1][3] - Powell emphasized that the Fed has never altered its decision-making logic due to political pressure and will not take preemptive actions against hypothetical risks related to tariffs [3] Group 2 - The U.S. stock market initially dropped due to the Fed's statement indicating inflation remains slightly above target, but later reversed to close up 0.43% as Powell highlighted the robustness of the U.S. economy [4] - Significant divergence was observed in tech stocks, with Nvidia rising over 3% while Google fell 7% and Apple dropped 1%, reflecting concerns over intensified competition among tech giants [4] - Chinese concept stocks faced a sell-off, with the Nasdaq Golden Dragon China Index plunging 2.34%, led by Baidu's nearly 5% decline, indicating ongoing geopolitical risks and domestic regulatory pressures [4] Group 3 - Goldman Sachs reported that the current threshold for rate cuts is higher than during the 2019 trade war, predicting a potential start of the rate cut cycle in July, with a total reduction of 75 basis points to a range of 3.5%-3.75% by year-end [5] - The Fed's statement included the phrase "economic outlook uncertainty has further increased," reflecting a cautious tone that contrasts with the optimistic expectations from the White House [5]