鲍威尔深夜重磅表态！中国资产逆势大涨3%，纳指跳水后收窄

Group 1 - Federal Reserve Chairman Powell emphasized the need for large banks to maintain capital adequacy and effectively manage risks, allowing them to compete freely with non-bank financial companies and banks from other jurisdictions to support economic growth [2] - Powell highlighted the importance of the U.S. bank capital framework, which includes risk-based capital requirements, leverage ratio requirements, additional fees for the largest and most complex banks, and stress tests, indicating a comprehensive discussion on these elements' current status and future direction [2] - Fed Vice Chair Bowman stressed the importance of maintaining the independence of monetary policy, emphasizing the obligation to ensure transparency and accountability while also listening to various perspectives on the economy [2] Group 2 - The U.S. stock market showed mixed performance, with the Nasdaq initially dropping over 1% but later narrowing its losses to 0.44%, while the Dow Jones increased by 0.1% and the S&P 500 decreased by 0.1% [2] - Chinese assets experienced a strong rebound, with the Nasdaq Golden Dragon China Index rising by 1.3%, highlighting a notable performance in the market [2] - The swap market indicates that the likelihood of a Fed rate cut next week is nearly zero, with traders pricing in a total of 46 basis points of cuts for the remainder of the year, showing little change from the previous week [3]