摩根资管：中美关税降幅大于预期，将引发冒险情绪。预计市场短期内将恢复风险偏好，美联储降息压力可能也会暂时得到缓解。

Core Insights - Morgan Asset Management indicates that the reduction in tariffs between China and the U.S. is greater than expected, which is likely to trigger a risk-on sentiment in the market [1] - The firm anticipates that the market will temporarily regain its risk appetite, and the pressure for the Federal Reserve to cut interest rates may also ease in the short term [1]