美国货币市场基金的资金潮，可能转化为当前美股的动力？

Group 1 - The announcement of a ceasefire between Israel and Iran has led to a recovery in market risk appetite, with major US stock indices rising over 1% [1] - The Federal Reserve has maintained the benchmark interest rate at 4.25% to 4.5%, which is considered neutral, and is expected to lower rates twice this year by 25 basis points each [3] - The influx of funds into US money market funds has reached a record $7.4 trillion, with over $320 billion invested this year, reflecting a strong demand for liquidity amid market uncertainties [5][7] Group 2 - The average seven-day yield for government funds is currently 3.95%, while the yield for major bonds is 4.03%, indicating a narrow spread of 8 basis points [7] - Since the Fed began raising rates in March 2022, total assets managed by US money market funds have increased by approximately $2.5 trillion, with retail investors accounting for about 60% of this growth [9] - The potential for funds to flow back into the stock market from money market funds could provide new buying power for equities, especially if the Fed signals further rate cuts [9]